19 episodes

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 also by Leon Morales, the company’s CRO who focuses on Relationship Management Integration

Behaviorally Smart Money DNA Behavior

    • Business

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 also by Leon Morales, the company’s CRO who focuses on Relationship Management Integration

    Sales Engagement

    Sales Engagement

    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
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    • 37 min
    The Future of Fintech

    The Future of Fintech

    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
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    • 27 min
    The Entrepreneurial Style

    The Entrepreneurial Style

    In this segment, Hugh Massie unpacks the behavioral characteristics and challenges that face Entrepreneurs.
     
    www.businessDNA.com
    www.DNAbehavior.com
     
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    • 30 min
    Understanding Operational Risk Management

    Understanding Operational Risk Management

    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
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    • 48 min
    Behaviorally Smart Money-16-Risk Management

    Behaviorally Smart Money-16-Risk Management

    On this segment, we dive into the many aspects of Risk Management with Hugh Massie and Leon Morales.
     
    www.financialdna.com
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    • 39 min
    Behaviorally Smart Money-15-What is Family Continuity?

    Behaviorally Smart Money-15-What is Family Continuity?

    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  
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    • 32 min

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