Behaviorally Smart Money

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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…

DNA Behavior


    • Dec 5, 2017 LATEST EPISODE
    • infrequent NEW EPISODES
    • 29m AVG DURATION
    • 19 EPISODES


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    Latest episodes from Behaviorally Smart Money

    Sales Engagement

    Play Episode Listen Later Dec 5, 2017 37:32


    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

    The Future of Fintech

    Play Episode Listen Later Nov 13, 2017 27:56


    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

    The Entrepreneurial Style

    Play Episode Listen Later Nov 13, 2017 30:36


    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

    Understanding Operational Risk Management

    Play Episode Listen Later Nov 6, 2017 49:10


    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

    Behaviorally Smart Money-16-Risk Management

    Play Episode Listen Later Oct 24, 2017 39:48


    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

    Behaviorally Smart Money-15-What is Family Continuity?

    Play Episode Listen Later Sep 30, 2017 33:02


    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

    Behaviorally Smart Money-13-Hiring and Talent Development

    Play Episode Listen Later Sep 5, 2017 27:44


    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

    Behaviorally Smart Money - Episode 12 - Team Productivity

    Play Episode Listen Later Aug 22, 2017 49:34


    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

    Behaviorally Smart Money-11-Leadership and Team Development

    Play Episode Listen Later Aug 15, 2017 34:54


    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

    Behaviorally Smart Money-10 - How Communication DNA Works in Practice

    Play Episode Listen Later Jun 27, 2017 15:04


    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

    Behaviorally Smart Money - 9 - Exploring the Entrepreneurial Behavioral Profile

    Play Episode Listen Later Jun 20, 2017 23:42


    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

    Behaviorally Smart Money - 8 - Inside "Communication DNA"

    Play Episode Listen Later Jun 13, 2017 23:46


    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

    Behaviorally Smart Money - 7 - True Client Alignment is Essential

    Play Episode Listen Later Jun 6, 2017 31:06


    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

    Behaviorally Smart Money - 6 - Structuring the ideal Portfolio

    Play Episode Listen Later May 16, 2017 27:18


    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

    Behaviorally Smart Money - 5 - Investors are Imperfect

    Play Episode Listen Later May 9, 2017 24:50


    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

    Behaviorally Smart Money - 4 - Putting Your Clients at the Center

    Play Episode Listen Later May 2, 2017 24:40


    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

    Behaviorally Smart Money - EP3 - The Market Mood

    Play Episode Listen Later Apr 25, 2017 19:52


    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

    Behaviorally Smart Money - EP2 - Unique Personalities & Behavioral Biases

    Play Episode Listen Later Apr 18, 2017 21:12


    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

    Behaviorally Smart Money - EP1 - Laying the Ground Work on Investor Behaviors

    Play Episode Listen Later Apr 11, 2017 23:16


    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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