Our presentations and workshops demonstrate how human behavioral insights can be practically used to transform business and personal performance. Our DNA Performance Advisors and DNA Presenters are available to deliver presentations live in keynote presentation or 3 hour workshop format.
Our presentations and workshops are highly experiential in nature using interactive case studies that engage the participants.
Navigating Financial Personality RisksTM
“Events and markets cannot be controlled but how you manage your reaction to them can be. Achieving results is about how you predict and manage your behavior”.
Research shows that 93.6% of the financial planning process is behavioral management of the client. In the new highly competitive world of financial planning with advisors needing to demonstrate sustainable value to retain their clients, advisors need to become the behavioral guide of their client.
As an advisor learn how you can discover 10 predictable behavioral finance insights about your clients' life and financial decision-making style to help them manage the investment, financial and relationship risks that will potentially have a significant impact on their financial planning. These insights will help you to holistically put who the client is at the center of the financial planning process.
To watch a video of Hugh Massie's presentation on Navigating Financial Personality Risks at the 2013 Genworth Gold Forum, click here.
Building Human ConnectionTM
“2009 Gallup Research shows that when clients are fully engaged and have a strong emotional connection to the organization, they deliver an average 23% premium in terms of share of wallet, profitability, revenue, and relationship growth over the average customer. Businesses that simultaneously engage BOTH their employees and customers emotionally are likely to experience up to 2.4 times increase in financial performance.”
In the new behavioral economy deeper relationships with customers and employees are being built based on higher levels of emotional engagement. You will learn through the very uniquely practical "knowing me knowing you" approach to build the confidence for openly communicating with others on their terms and how to deliver them customized experiences.
Behavior Drives PerformanceTM
“Most businesses do not solve their problems not because they cannot solve them, but because they cannot see them. 87% of business performance challenges start with the human behavior issues leading to a "Behavior Performance Gap" which can be quantified in terms of lost revenue and productivity. This is where we look first whenever we are asked to review a company.”
In the new behavioral economy high performing leaders are now recognizing the influence of human behavior and behavioral economics on business performance. They are starting to drill in on the behavioral and employee engagement issues for developing strategies to super charge the performance of their business on a sustainable basis. Learn how you can apply behavioral insights for closing the Behavior Performance Gap to improve revenues, productivity and profitability.
Live with Meaning®
“The key to building a Quality Life is to Live with Meaning™. Meaning is why you exist. By living and working with meaning your life will become more meaningful for you and every person you connect with. Unlocking your potential is foundational to being able to Live with Meaning.
This is an inspirational presentation which will teach you a unique model for living with meaning and building meaningful performance based on continuously mastering 4 key elements that are inter-related:
1. Getting on your performance pathway by discovering your performance talents, passions, values and life purpose.
You will discover that knowing your natural DNA Behavior is a primary driver to achieving your performance potential and removing performance impediments which are de-railers.
Closing the Relative GapTM
“$40 trillion of wealth will transfer to the next generation over the next 40 years. However, the success of managing this wealth transfer for the family members and their advisors will be understanding behavior. The primary issue is simple but the resolution is complex: family members all have different innate preferences and behaviors. This manifests itself in many different ways which cause each person to look at the same situation differently.”
An emotionally engaging presentation on how advisors and families can successfully build multi-generational family relationships by closing the family relationship gap. The advisor will learn how to know, engage and grow the children of their clients. The family members will learn how to engage in open dialogue with each other on how to build a Quality Family Life, manage wealth transfer and pass on their legacy through directly involving all family members and understanding their different life and financial motivations.
Who We Serve
DNA Behavior News & Research
- CRM: Customer Relationship Management or Compliance Regulatory Machine?
- The Life Experience I want to Create
- White Paper: Blind Spots in the Financial Advice Process
- Discovering the Silent Killer
- Regulator Getting Into the Minds of Consumers
- Hugh Massie Presents at Genworth: Navigating Financial Personality Risks
- 3 Keys to Get You Ahead of Your Competitors
DNA Performance Presentations and Workshops