DNA Behavior Performance Blog | Client Engagement

Whole Brain Business Plan

By Peggy Mengel ⋅ August 2, 2011 ⋅ One comment

I recently read an article, “The Success Formula”, that talked about the future direction of businesses. Here’s an interesting trend: hiring people not because they fit in a “box-like” job description, but because they have the skills and talents that matches the company’s mission and vision.

Clients Enjoy Participating in DNA Discovery

By Hugh Massie ⋅ July 13, 2011 ⋅ One comment

The reality is people do enjoy learning about themselves. It is liberating for them to know what their strengths are and the struggle areas. The key point is that the client feels understood.

Behavioral Insight 6: Re-Framing Information Based on Learning Styles

By Hugh Massie ⋅ July 6, 2011 ⋅ Post a comment

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 based on different learning styles.

Increasing Client Engagement Around the World

By Hugh Massie ⋅ May 25, 2011 ⋅ One comment

In the past 12 months, the Communication DNA Profile has been completed in 47 countries worldwide – including Germany, Romania, Russia, Mexico, Singapore, Hong Kong, Brazil, India and China.

Advisor Client Matching

By Hugh Massie ⋅ May 19, 2011 ⋅ One comment

Differences between people are wonderful, and they can be capitalized on to get great results. However, differences also divide and must be understood, accepted and respected by us in order to get along and build client relationships.

Discovering Communication Styles

By Hugh Massie ⋅ May 12, 2011 ⋅ One comment

People have a natural personal bias based on how they see the world, which will somewhat shape how they see the client. Further, how you see another person is driven by how you see yourself.

Four Primary Communication Styles

By Hugh Massie ⋅ May 9, 2011 ⋅ One comment

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.

The Influence of Natural Behavior on Client Relationships

By Hugh Massie ⋅ April 26, 2011 ⋅ 2 comments

Natural DNA Behavior predicts how people wish to be communicated with, the type of service experience they desire and generally how they will respond to life and financial events.

Advisors Creating Lasting Value With Customized Experiences

By Hugh Massie ⋅ March 29, 2011 ⋅ Post a comment

An article by James Fennessy in the Australian Banking and Finance magazine on March 10, 2011 highlights a key challenge for financial advisors. That is delivering value to their clients and getting paid for it. How do advisors demonstrate the trust in their advice to get paid for it? The article points out that the [...]

The Fast-Paced Realist

By Hugh Massie ⋅ March 2, 2011 ⋅ One comment

A naturally logical and challenging person will be a “Fast Paced Realist” who is able to make very rational decisions without getting stuck but may be too impatient for returns.

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Client Engagement