Behavioral Profiling

This tag is associated with 6 posts

Are You Considering More Than Just Investment Risk?

By Hugh Massie - President at DNA Behavior International ⋅ September 27, 2012 ⋅ Post a comment

Traditionally when the topic of risk comes up financial advisors and wealth managers think of investment risk. How much loss can my clients tolerate when the market goes down?

The Reserved Reflector Client

By Hugh Massie - President at DNA Behavior International ⋅ June 20, 2012 ⋅ Post a comment

Naturally focused and withdrawn people will be “Reserved Reflectors”. These clients will have a natural fear of not having enough money for retirement no matter how financially secure they are.

It Really is All About ME

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ October 12, 2011 ⋅ Post a comment

I like transactions that are easy, effortless and fun. But how would a call center employee know that about me if they haven’t had frequent interactions with me? And furthermore, what difference does it make?

Providing Unique Client Experiences

By Hugh Massie - President at DNA Behavior International ⋅ August 25, 2011 ⋅ Post a comment

Adapting to different communication styles is very important. However, the real game changer is customizing the client experience. How can the knowledge of Communication Styles be used to customize the service experiences for each client?

Financial Performance in the New Behavioral Economy White Paper

By Hugh Massie - President at DNA Behavior International ⋅ January 20, 2011 ⋅ 3 comments

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 [...]

Behavioral Segmentation of Your Clients

By Hugh Massie - President at DNA Behavior International ⋅ July 21, 2010 ⋅ Post a comment

Traditionally many advisors segment their clients based on tangible factors such as the type of service they will provide to clients (eg executives, family business, life planning etc) and assets under management minimums. There is business sense in this as it focuses the business to some degree. However, segmenting your clients based on their DNA [...]

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