Goals

This category contains 28 posts

Management Principle: Human Incentive Systems

The difference between a good company and a great one is its people–providing the right human incentive systems is what ultimately creates a great company.

A Process for Building Your Quality Life

Currently, there is an increasing trend toward people searching to find greater meaning in their lives. Gradually, more and more people are having the courage to do it and not just talk about it. But it can be difficult to understand the steps that need to be taken to find more meaning without a plan, and understanding where you are ‘now’ and what needs to be done to reach your quality life goals.

Will We Live to 150 Years Old?

Sonia Arrison tells us that living longer lifespans will affect all aspects of society. In her book, 100+ , Arrison acknowledges that doubling one’s lifespan and working years may sound overwhelming, however economists at the University of Chicago have demonstrated that longer lives mean greater wealth.

Off the Court

Being an avid sports fan for many years, I have recently become even more intrigued with the “inner game” that allows successful sports icons and teams continue their winning ways. There is much to be learned through the amazing parallels between the sports and business world.

Four Primary Communication Styles

The wise advisor will be aware that in a competitive New Behavioral Economy, knowing client Communication Styles will be the key to increasing revenues and having less personal frustration from playing mind games in figuring out the client. It will then come down to the tactics that get employed to know the client.

Framing: Re-frame the Presentation of Ideas and Suitable Solutions

The difference between what the advisor said and what the client heard will be attributable to the behavioral lens of each. The communication of products and solutions must be adapted.

Financial Performance in the New Behavioral Economy White Paper

The winds of change are moving fast through the modern economy, and this includes the financial services industry. What we are seeing is the emergence of the “New Behavioral Economy” – where the client is king and behavioral finance is in. This means the approach to providing [...]

Cricket DNA – Transforming the Lives of Cricketers Worldwide

As many people know I have a very deep passion for cricket. My love of cricket even strongly rivals my passion for the DNA Behavior business. So, why not put the two together? That is what I have done this year by launching the Cricket DNA discovery program [...]

Business Transformation

In recent weeks we have strongly focused our messaging around “business transformation”. In particular, the need to address the client experience that is being provided in order to transform. So often, leaders regularly talk about getting the right people on board, developing the team and the leadership, having the right product, [...]

Transform Your Client Experience to Grow

For advisors, growing your financial planning business is about getting more of the right clients who you can profitably serve on a sustained basis. This means you must have financial planning clients who will pay for the value you provide and will allow you to do so efficiently and with minimum [...]

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