DNA Behavior Blog | Behavioral Profiling

CRM: Customer Relationship Management or Compliance Regulatory Machine?

By Ryan Scott - Product Development at DNA Behavior International ⋅ May 17, 2013 ⋅ Post a comment

How financial services regulatory pressure can shift the intended use of a technology and a definition of a word.

The Life Experience I want to Create

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ May 15, 2013 ⋅ Post a comment

But my Financial Advisor doesn’t ask the right questions! Sadly, not all financial advisors are fully committed to exploring your hopes and dreams and then matching your financial plans to deliver those expected life experiences.

White Paper: Blind Spots in the Financial Advice Process

By Hugh Massie - President at DNA Behavior International ⋅ May 10, 2013 ⋅ Post a comment

Why traditional discovery methods lead to flawed recommendations.

Hugh Massie Presents at Genworth: Navigating Financial Personality Risks

By Hugh Massie - President at DNA Behavior International ⋅ April 18, 2013 ⋅ Post a comment

Compelling research and behavioral finance insights illustrate how discovering your clients’ financial personality will help them to manage the risks that have a significant impact on their financial planning.

3 Keys to Get You Ahead of Your Competitors

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ April 11, 2013 ⋅ One comment

Do you feel as though you are always running to catch up? Advisors want to deliver excellent advice, they want to see satisfied clients, and they work hard to inform themselves to be able to give this level of service. So what’s the solution?

What’s Certain is Uncertainty

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ April 5, 2013 ⋅ Post a comment

As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.

The Case For Managing Financial Clients Rather Than Their Assets

By Eamon Porter - Managing Partner, DNA Behavior Ireland ⋅ March 20, 2013 ⋅ Post a comment

Financial history is peppered with stock market crashes, property market booms and busts and a vast array of individuals who have made or lost fortunes, or even both. Irrespective of the past, a financial adviser deals with the here and now as well as the future.

Do You Really Know What Lies Beneath the Surface of Your Clients?

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ March 1, 2013 ⋅ Post a comment

How can you customize your client experience when you may not even know who your client really is? Attracting new clients is all about the ability for you to quickly build trust. This involves understanding your client’s personality.

Personal Finance – It’s More Personal, than Finance

By Eamon Porter - Managing Partner, DNA Behavior Ireland ⋅ February 27, 2013 ⋅ Post a comment

Have you ever given advice to a member of your family, a friend or a co-worker or even a total stranger? Of course you have, everybody does it. We do it partly out of trying to be helpful but we also do it sometimes because it makes us feel important. We have an agenda.