In this podcast series, we explore how better understanding investor-client behaviors can increase your success as a financial advisor and help you Know, Engage and Grow every employee and client online. David Wolf is joined by DNA Behavior CEO and Behavioral Finance Strategist, Hugh Massie and als…
On this edition we’ll talk about Sales Engagement, the importance of using behavioral insights to build solid Sales and Support teams for an organization. The idea that by using our unique communication & learning styles we can create real-time customization of sales, marketing and service activities - and improve employee & client engagement for enhanced relationship performance. Overarching idea: Communication is a key the driver to performance! www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices
On this segment, DNA Behavior's Hugh Massie [CEO] and Ryan Scott [CTO] discuss the future of financial technology, the specific attributes of DNA Behavior's innovative technology solutions, and how"layer-in" and integrate with existing tech, and how they help financial institutions create meaningful client relationships and improve their compliance reporting requirements. www.businessDNA.com www.DNAbehavior.com Learn more about your ad choices. Visit megaphone.fm/adchoices
In this segment, Hugh Massie unpacks the behavioral characteristics and challenges that face Entrepreneurs. www.businessDNA.com www.DNAbehavior.com Learn more about your ad choices. Visit megaphone.fm/adchoices
On this edition we’ll talk about Operational Risk Management as seen through the DNA Behavior framework, how risks are created and how you can avoid them though developing an awareness of employee and management behaviors in your organization. www.BusinessDNA.com Learn more about your ad choices. Visit megaphone.fm/adchoices
On this segment, we dive into the many aspects of Risk Management with Hugh Massie and Leon Morales. www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices
On this edition Hugh joins David to talk about the concept of Family Continuity as seen through the DNA Behavior framework… Some highlights include: 1. What is Family Continuity? Factoids driving Family Continuity or its failure: - 60% of transition failures caused by a communication breakdown - 25% failures in family wealth transfer caused by inadequately prepared heirs - Only 30% of family business survive to the 2nd generation - Only 4% to the 3rd generation… WEALTHY PARENTS AND CHILDREN PLANNING - - What is the DISCONNECT? - 84% of wealthy parents believe their children would benefit from meetings with financial advisors - but 59% have never introduced their children to the advisors managing their assets 2. What issues get in the way of Family Continuity? - Discuss family member expectations & perceptions - (every person is different) - How will family members respond to the wealth transfer decisions being made? - How do we (FA’s) manage them? 3. Wealth Mentor vs. Family Consultant. - How can an independent Facilitator guide the family? 4. What is the Family Continuity Planning Process? Walk us through Financial DNA Group (Family) Reporting 5. What are best practice guidelines? http://www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices
The science and art of hiring and properly matching positions to organizational needs and culture is mission-critical to success. In this episode, Hugh Massie and Leon Morales discuss these issues and others related to building high-performance companies from the inside out. www.financialdna.com www.dnabehavior.com Learn more about your ad choices. Visit megaphone.fm/adchoices
In this edition, we cover the subject of TEAM PERFORMANCE as it relates to the DNA Behavior Platform, including… Understanding that Behavior, Communication, and Learning style is hard-wired but can be “influenced”. Natural Behavior vs. Learned Behavior Leverage team differences helps drive better results and minimize stress www.businessdna.com www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Hugh Massie and Leon Morales join David Wolf to discuss many aspects of leadership team development and productivity. They discuss and provide examples of how the DNA Behavior platform and tools assist organizations in creating effective leaders and high-performance teams. http://www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Hugh Massie and Leon Morales join David Wolf to dig deeper into the Communication DNA platform - how it integrates and helps financial advisors engage more deeply with their clients. http://www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Hugh Massie and Leon join David Wolf to talk about how FinancialDNA helps us understand their behavioral biases. www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Hugh Massie and Leon Morales join David Wolf to explore how Communication DNA works in financial advisory firms and improves the quality of trust and engagement. The discussion also includes how the DNA Communication Communication system integrates into a firm's business model and CRM platform. www.financialDNA.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Hugh Massie and Leon Morales join David Wolf to continue discussions about the Financial DNA tools and how they help guide financial advisors to help their clients achieve their goals. Learn more about your ad choices. Visit megaphone.fm/adchoices
DNA Behavior CEO Hugh Massie and CRO Leon Morales join moderated David Wolf to discuss the a range of topics relating to how to better manage Investment Client Behaviors, using the systems and tools developed by DNA Behavior. www.financialDNA.com Learn more about your ad choices. Visit megaphone.fm/adchoices
DNA Behavior CEO Hugh Massie and CRO Leon Morales join moderated David Wolf to discuss the a range of topics relating to how to better manage Investment Client Behaviors, using the systems and tools developed by DNA Behavior. www.financialDNA.com Learn more about your ad choices. Visit megaphone.fm/adchoices
DNA Behavior CEO Hugh Massie and CRO Leon Morales join moderated David Wolf to discuss the a range of topics relating to how to better manage Investment Client Behaviors, using the systems and tools developed by DNA Behavior. www.financialDNA.com Learn more about your ad choices. Visit megaphone.fm/adchoices
David Wolf is joined by DNA Behavior Principals Hugh Massie and Leon Morales as they discuss how the "Market Mood" module helps financial advisors predict and also navigate the reactions of their clients during extreme market moves. Learn more about your ad choices. Visit megaphone.fm/adchoices
David Wolf is joined by principals Hugh Massie and Leon Morales as the discussion dives further into many of the features and benefits of the DNA platform. Learn more about your ad choices. Visit megaphone.fm/adchoices
David Wolf is joined by Hugh Massie and Leon Morales to talk about the development of the DNA Behavioral Models that they developed to help financial advisors. Learn more about your ad choices. Visit megaphone.fm/adchoices
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