Financial Personality

This tag is associated with 34 posts

White Paper: Blind Spots in the Financial Advice Process

By Hugh Massie - President at DNA Behavior International ⋅ May 10, 2013 ⋅ Post a comment

Why traditional discovery methods lead to flawed recommendations.

Discovering the Silent Killer

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ April 29, 2013 ⋅ Post a comment

J.D. Powers and Associates just released the results of a survey that found 31% of financial advisors were “indifferent” about their work and have no strong attachment to their firms. Without a connection to their firm, these advisors are likely to be open to discussions with competitors.

Hugh Massie Presents at Genworth: Navigating Financial Personality Risks

By Hugh Massie - President at DNA Behavior International ⋅ April 18, 2013 ⋅ Post a comment

Compelling research and behavioral finance insights illustrate how discovering your clients’ financial personality will help them to manage the risks that have a significant impact on their financial planning.

3 Keys to Get You Ahead of Your Competitors

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ April 11, 2013 ⋅ One comment

Do you feel as though you are always running to catch up? Advisors want to deliver excellent advice, they want to see satisfied clients, and they work hard to inform themselves to be able to give this level of service. So what’s the solution?

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.

The Case For Managing Financial Clients Rather Than Their Assets

By Eamon Porter - Managing Partner, DNA Behavior Ireland ⋅ March 20, 2013 ⋅ Post a comment

Financial history is peppered with stock market crashes, property market booms and busts and a vast array of individuals who have made or lost fortunes, or even both. Irrespective of the past, a financial adviser deals with the here and now as well as the future.

Do You Really Know What Lies Beneath the Surface of Your Clients?

By Peggy Mengel - Customer Experience at DNA Behavior International ⋅ March 1, 2013 ⋅ Post a comment

How can you customize your client experience when you may not even know who your client really is? Attracting new clients is all about the ability for you to quickly build trust. This involves understanding your client’s personality.

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.

Keys to Developing a Client-Centric Approach

By Carol Pocklington - Customer Behavior Research at DNA Behavior International ⋅ January 18, 2013 ⋅ Post a comment

If you don’t decide strongly for yourself the favorable outcome you want out of a client/advisor relationship, your success as an advisor will likely come from others’ definition of success.

The New Behavioral Paradigm for Financial Planning Risk Measurement

By Hugh Massie - President at DNA Behavior International ⋅ November 29, 2012 ⋅ Post a comment

Turbulent markets and the need to add value are bringing the topic of client and advisor behavior to the forefront. Capture all dimensions of financial personality using a highly validated and reliable psychometric model.

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