DNA Behavior Performance Blog | Financial Planning

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 Skeptical Questioner

By Hugh Massie ⋅ March 25, 2011 ⋅ Post a comment

Naturally guarded and wary people will be “Skeptical Questioners” who seek to remain in control of their portfolio but do not easily delegate to advisors.

The Spontaneous Intuitive

By Hugh Massie ⋅ March 8, 2011 ⋅ Post a comment

A naturally instinctive and flexible person with a clear vision will be a “Spontaneous Intuitive” who is confident with the financial decisions they make but can be impulsive.

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.

The Outgoing People Connector

By Hugh Massie ⋅ February 16, 2011 ⋅ One comment

Naturally expressive and talkative people will be “Outgoing People Connectors” who are able to network with people well but may make uneducated bets from following the herd that sabotage their portfolio.

Framing: Re-frame the Presentation of Ideas and Suitable Solutions

By Hugh Massie ⋅ February 3, 2011 ⋅ One 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.

The Influence of Natural Behavior on Decision-Making

By Hugh Massie ⋅ January 26, 2011 ⋅ One comment

Natural DNA Behavior predicts how people will respond to life and financial events, and therefore will drive many of their decisions, particularly when under pressure. However, at times their decision may be shaped by a significant life experience, circumstances or education.

Financial Performance in the New Behavioral Economy White Paper

By Hugh Massie ⋅ January 20, 2011 ⋅ 2 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 [...]

Frustrated by the Lack of a Systems-Based Discovery Process?

By Bob Simpson ⋅ August 18, 2010 ⋅ 2 comments

One of the first things that I did when I began a business coaching practice in 1998, was to enroll in Michael Gerber’s Certified E-Myth Consulting program. You probably know Michael Gerber as author of the E-Myth Revisited.
The E-Myth is largely based on the story of McDonalds, one of the world’s most successful and [...]

Self Esteem Impacts Financial Performance

By Hugh Massie ⋅ July 12, 2010 ⋅ 2 comments

One of my strong beliefs is that confidence sustains your performance. If you lose your confidence this will have a negative impact on your financial decision-making, and all other decision-making. The reality is that when your confidence goes down then you can become pressured to make poor decisions. Your emotions will be higher and rationality [...]

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