DNA Behavior Performance Blog

Management Principle: Harmony

By Dean Harbry - Internal Innovations ⋅ November 22, 2011 ⋅ One comment

The cost of a well-functioning team is high. It requires transparency, a commitment to other’s success, and the kind of vulnerability that leads to risk-taking, which, for sure, ensures mistakes will be made.

The Rules of Engagement

By Peggy Mengel ⋅ November 2, 2011 ⋅ One comment

Everyone is talking about client engagement, but what are firms actually doing about it? Client engagement is not just about “good feelings”; it has emerged as the #1 driving factor in revenue growth.

The Anchored Implementer

By Hugh Massie ⋅ September 19, 2011 ⋅ Post a comment

Naturally consistent and experience-driven people will be “Anchored Implementers” who are able to focus on a plan but may overvalue proven strategies.

The Take-Charge Visionary

By Hugh Massie ⋅ February 9, 2011 ⋅ One comment

Naturally big-picture thinkers and direct people will be “Take-Charge Visionaries” who know where they are going and will have a consolidated view of their investment portfolio.

Financial Performance in the New Behavioral Economy White Paper

By Hugh Massie ⋅ January 20, 2011 ⋅ One comment

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 [...]

New Financial DNA Developments for Addressing Risk Tolerance

By Hugh Massie ⋅ September 2, 2009 ⋅ Post a comment

Risk tolerance is a much talked about area in financial planning and it is one core component of an investor’s unique financial behavior – what we call their Financial DNA. It is so fundamental that we are always talking about it and making decisions with reference to it.
A huge difficulty has [...]

Identifying the Human Behavior Risks in Your Business

By Hugh Massie ⋅ June 24, 2009 ⋅ Post a comment

Back in March of this year, I wrote a blog about managing the human risks in your business. This issue has not gone off the radar screen. Identifying the human behavior risks in your business is critical to success. Every person has natural “blind-spots” which, if they go unchecked, can lead [...]

Partnerships and Money Personalities

By Hugh Massie ⋅ June 3, 2009 ⋅ Post a comment

In the past few weeks we have had a number of people contact us who are starting some form of business partnership together. Most of the time their request has been to find out more about their differences. Some of the typical issues they are seeking to understand are:
1. What are [...]

Understanding Client DNA Behavior Under Pressure

By Hugh Massie ⋅ April 8, 2009 ⋅ Post a comment

When I was a financial planner and even before that a CPA, I had regularly observed that people’s behavior and decision-making patterns changed when they were under pressure; the pressure often being caused by money and relationships. This observation was fundamental to my thinking when I was building the Financial DNA Discovery Process with my [...]

Behavioral Profiles Leverage Your Intuition

By Hugh Massie ⋅ March 12, 2009 ⋅ Post a comment

In the financial services industry there are a lot of supporters for the use of behavioral profiles as part of the client discovery process and there are some detractors from using them. Like in any situation where there are detractors most have not yet had a positive experience or seen the [...]

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