Podcasts about financial dna discovery process

When I was a financial planner and even before that a CPA, I had regularly observed that people's behavior and decision-making patterns changed when they were under pressure; the pressure often being caused by money and relationships. This observation was fundamental to my thinking when I was building the Financial DNA Discovery Process with my team. We wanted to know what a person's natural instinctive behaviors are as this would be key to predicting how they would really behave when there were difficult times and/or difficult decisions had to be made. This plays into the research we recently did of 100 advisors with AUM over $50million. 70% of them said that they were surprised by their clients’ reactions. Why?

When I was a financial planner and even before that a CPA, I had regularly observed that people's behavior and decision-making patterns changed when they were under pressure; the pressure often being caused by money and relationships. This observation was fundamental to my thinking when I was building the Financial DNA Discovery Process with my team. We wanted to know what a person's natural instinctive behaviors are as this would be key to predicting how they would really behave when there were difficult times and/or difficult decisions had to be made. This plays into the research we recently did of 100 advisors with AUM over $50million. 70% of them said that they were surprised by their clients’ reactions. Why?

Hugh Massie is a Financial Behavior Consultant who provides wealth mentoring and business advisory services to help people balance their life and money through greater human behavioral awareness. Hugh believes that a individual must have a greater understanding who they are to maximize her potential in life. Hugh is the author of “Financial DNA® – Discovering Your Unique Financial Personality for a Quality Life” Hugh is the "Chief Thought Officer" and President of Financial DNA Resources which is an international financial behavior consulting business based in Atlanta GA. Since its establishment in 2003 Financial DNA Resources has so far started operations in 8 countries. Financial DNA Resources currently licenses the Financial DNA Discovery Process to a worldwide network of over 1500 advisors and large financial services firms, fund managers, boutique wealth management firms, family offices, accountants and attorneys. Check out Hugh's website: www.FinancialDNA.com Listen, Learn, Enjoy and Share with a Business Associate! Bumper music provided by Bryan Hunley of New Whyne Music E3C Links: www.BetterSalesandProfitsNow.com (company website) www.twitter.com/KenE3C (Twitter) www.my-business-community.com (community website) www.E3C.typepad.com (Blog) www.E3C.podOmatic.com (podcast) www.E3CPassionateEntrepreneur.pbwiki.com (wiki) www.mybusinesscommunity.ning.com (business social network) Is Your Business A Hobby, Job or Profitable Enterprise? Take the Quiz and Discover For Yourself! Click on this link: www.my-business-community.com/quiz1/player.html (multi-media presentation) Get My Business Tips! Go to my business profile and sign-up! http://mybusinesscommunity.ning.com/profile/KenE3C

Just as eye glasses or contact lenses improve the clarity of what you are seeing, the Financial DNA Discovery Process has been designed to clarify what you are doing with your life and how your financial decisions are aligned with your life. Seeing what you want is the first step – finding your passion. But it is vision that takes that discovery from a want to a plan. Vision is what allows you to flesh out a two-dimensional life of commitments to a three-dimensional life of vitality. Having a clear vision can deliver your life purpose by bringing your passions from the realm of your dreams to the realm of your waking life. The vision will determine the shape of your life, although people with very similar passions can end up with very different visions.

Just as eye glasses or contact lenses improve the clarity of what you are seeing, the Financial DNA Discovery Process has been designed to clarify what you are doing with your life and how your financial decisions are aligned with your life. Seeing what you want is the first step – finding your passion. But it is vision that takes that discovery from a want to a plan. Vision is what allows you to flesh out a two-dimensional life of commitments to a three-dimensional life of vitality. Having a clear vision can deliver your life purpose by bringing your passions from the realm of your dreams to the realm of your waking life. The vision will determine the shape of your life, although people with very similar passions can end up with very different visions.