DNA Behavior Blog | Client Engagement

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.

Discovering the Silent Killer

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ April 29, 2013 ⋅ Post a comment

J.D. Powers and Associates just released the results of a survey that found 31% of financial advisors were “indifferent” about their work and have no strong attachment to their firms. Without a connection to their firm, these advisors are likely to be open to discussions with competitors.

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.

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.

The One Thing Women Really Want

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ January 25, 2013 ⋅ Post a comment

You’ve read all the reasons why targeting women as clients is lucrative. But what is the one thing that women really want from YOU, the financial advisor?

Keys to Developing a Client-Centric Approach

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ January 18, 2013 ⋅ Post a comment

If you don’t decide strongly for yourself the favorable outcome you want out of a client/advisor relationship, your success as an advisor will likely come from others’ definition of success.

I’m Listening – Let’s Talk

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ January 4, 2013 ⋅ Post a comment

In the past year, has your business learned more or less about its customers? How do you know if you’re meeting their needs to boost customer engagement?

Customer Engagement Planning with your Head in the Cloud

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ December 10, 2012 ⋅ Post a comment

As the year ends and plans are in place for 2013 many companies will have focused heavily on where social media fits in their business and more importantly produced endless statistics to support reasons to invest in ‘more social media stuff’ (or not).

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