Financial Planning

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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.

Regulator Getting Into the Minds of Consumers

By Hugh Massie - President at DNA Behavior International ⋅ April 22, 2013 ⋅ Post a comment

Behavioral finance has been given a significantly increased level of importance at a practical level with the UK regulator taking a greater behavioral finance direction in its overseeing of financial services.

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.

Financial Planning ‘in the Life Gap’

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ February 20, 2013 ⋅ Post a comment

Three thoughts that could change the way your customers view risk.

Advisers Probe Clients’ Financial Personalities

By Hugh Massie - President at DNA Behavior International ⋅ January 29, 2013 ⋅ One comment

A recent article from the Wall Street Journal describes how Advisers are using Financial DNA to figure out their clients’ behavioral-finance types and how best to communicate with each one.

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