DNA Behavior Blog | Communication

The Importance of People Centered Leadership in the Financial Industry

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ June 11, 2013 ⋅ Post a comment

In many parts of the world financial regulators are placing more and more constraints on the industry. From improving record keeping in terms of recording advisor/client conversations to alerting the industry about the need to understand client behavior over and above tolerance to risk.

Leverage Technology to Grow Behaviorally Smart Advisors

By Hugh Massie - President at DNA Behavior International ⋅ June 7, 2013 ⋅ Post a comment

Financial Services Firms are struggling with the inherent tension of increasing client engagement (sustainable revenue) and meeting the increasing regulatory pressure of SEC Rule 2111 for enhanced product suitability compliance (firm protection). How are you closing this gap?

What Do Clients Want From Their Advisor?

By Hugh Massie - President at DNA Behavior International ⋅ June 3, 2013 ⋅ Post a comment

Often we think that clients want higher investment returns from their advisor, and therefore that defines the role of the advisor. However, research shows that clients want a relationship.

Are You Skating on Thin Ice?

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ May 24, 2013 ⋅ Post a comment

Do you have a system in place to holistically determine the complete financial personality style of the client? Or, are you still relying primarily on your intuition?

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?

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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