A Behavioral Driven Performance Model

While it is a trend to create a diverse team in a workplace, I have found that companies are still using a standard performance model across the board to measure their behaviorally diverse team’s performance.
Several months ago I started evaluating consulting company’s performance evaluations. With much dismay I have found that most [...]

Advisors Can Differentiate By Integrating Behavioral Finance Strategies

Recently, Merrill Lynch and Capgemini have issued a very important research study which demonstrates how much investors confidence has been eroded by the turbulent markets. Investors are still very wary of the future.  Click Here to read the article.
The article points out that the following:

Investors want a more active relationship with their advisors, including a [...]

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, [...]

Importance of Private Businesses to Business

When one looks at business, it is easy to miss or not appreciate the importance of private businesses and entrepreneurship. How often do you look to the larger public companies for opportunities, marketing and jobs? Probably a lot. This is what many first think of doing.
I would like to suggest that [...]

Identifying the Human Behavior Risks in Your Business

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 [...]

Life is More Important Than Money

Where is your focus? What message are you conveying?
Whatever you are doing in your life or business, perhaps consider the message which is behind the following google research that I have recently done with one of our Certified Wealth Mentors George Vieth whilst “word-smithing” how we define our own values and [...]