DNA Behavior Blog

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.

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.

Leadership Resolutions for 2013

By Beth Miller - Executive Velocity ⋅ January 24, 2013 ⋅ Post a comment

When leading through change, the most effective method is to focus on one thing to change and celebrate the incremental small changes that will lead to the big change in the end.

10 Behavioral Strategies for a Successful Year-End

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ November 15, 2012 ⋅ Post a comment

With the end of the year approaching, it’s time for a review of your business performance in 2012. The following 10 behavioral strategies will ensure a successful year-end and help you plan for the new year.

Investors Eat the Behavior of Advisors

By Hugh Massie - President at DNA Behavior International ⋅ November 12, 2012 ⋅ Post a comment

When discussing financial planning issues, there is so much talk about investor behavior. However, rarely does the discussion get to the advisor’s behavior. Have you ever considered how much the advisor’s behavior impacts the investors performance?

The Three “E”s of a Great Team

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ July 23, 2012 ⋅ Post a comment

Want a boost in team productivity? Do a check of your team’s three “E’s”: Energy, Engagement and Exploration.

The Perpetual Income Stream

By Rusty Holcombe ⋅ July 3, 2012 ⋅ Post a comment

As a child, each of us had dreams of who we wanted to be and what we wanted to accomplish. As we mature, we begin to lose sight of those dreams and aspirations as the daily reality of life takes up more and more of our time.

Management Principle: Balance

By Dean Harbry - Internal Innovations ⋅ June 26, 2012 ⋅ Post a comment

If the pressures of life rob you of your ability to relax and take in life around you, something’s wrong. We have a greater need today, than any other time in history, to find balance.

Management Principle: Trust

By Dean Harbry - Internal Innovations ⋅ June 19, 2012 ⋅ Post a comment

Most people long for deep and meaningful relationships and yet are ever puzzled as to why they don’t work as well as they should. The missing ingredient, preventing individuals and teams from going deeper, is trust.

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