human behavior

This tag is associated with 14 posts

Behavioral Profiles Leverage Your Intuition

By Hugh Massie ⋅ March 12, 2009 ⋅ Post a comment

In the financial services industry there are a lot of supporters for the use of behavioral profiles as part of the client discovery process and there are some detractors from using them. Like in any situation where there are detractors most have not yet had a positive experience or seen the [...]

Research Insights on Practice Behaviors

By Hugh Massie ⋅ February 16, 2009 ⋅ Post a comment

In February 2009 we completed cutting edge research on practice behaviors, giving a short survey to 100 leading financial advisors with practices having assets under management over $50 million. The overall conclusion would be that advisors could be doing more to use human behavioral insights as a foundation for building their [...]

Uncovering Human Behavior Risks

By Hugh Massie ⋅ September 5, 2008 ⋅ Post a comment

Generally in business, and particularly in financial services, people associate risk with the markets or economy. What we fail to drill down into are the risks caused by human behavior. Another way of looking at this is to consider how people handle the market risks. What decisions do they make? What [...]

Advisor-Client Chemistry

By Hugh Massie ⋅ June 27, 2007 ⋅ Post a comment

Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as the client selecting the right advisor.
In the end there must be a mutual relationship with the parties [...]

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