Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!
Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry.
These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.
- Update frequency
- every 10 days
- Average duration
- 4 minutes
- Episodes
- 85
- Years Active
- 2006 - 2010
Know Your Client's Trust Levels
Last week I was working with one of our Certified Wealth Mentors with my role to offer some behavioral insights on some difficult client cases. The cases were difficult because of the clients’ attitu…
00:03:08 |
Thu 25 Mar 2010
Do You Know Your Clients?
No matter the industry, providers of products and services are always saying something to the effect of: "You are blind as to who is going to walk in the front door for their first meeting with you. …
00:02:17 |
Wed 27 Jan 2010
Business Transformation
In recent weeks we have strongly focused our messaging around "business transformation". In particular, the need to address the client experience that is being provided in order to transform. So ofte…
00:02:58 |
Thu 21 Jan 2010
Transform Your Client Experience to Grow
For advisors, growing your financial planning business is about getting more of the right clients who you can profitably serve on a sustained basis. This means you must have financial planning client…
00:11:19 |
Mon 07 Dec 2009
Improving the Connection with Your Prospects and Clients
Have you considered what is going to propel growth in your business in the coming months and years? Schwab conducted a research study in March 2009 which shows the greatest 3 enablers of growth are:
…
00:02:09 |
Mon 02 Nov 2009
Advisor Trust
The theme at this week's FPA Conference in Annaheim centered on trust. Becoming the trusted advisor is not a new idea however, it is increasingly talked about.
The question is how do you become the …
00:30:54 |
Mon 19 Oct 2009
Bringing Children Into The Family Business
In my work with entrepreneurs and family business owners there are quite divergent views about whether to bring children into the family business when they are young adults, or even at any stage. Som…
00:02:38 |
Wed 16 Sep 2009
New Financial DNA Developments for Addressing Risk Tolerance
Risk tolerance is a much talked about area in financial planning and it is one core component of an investor's unique financial behavior - what we call their Financial DNA. It is so fundamental that …
00:04:25 |
Wed 02 Sep 2009
Dream Bigger Than You Can Think
In recent times I have done a lot of talking about your "success impediments". What is getting in your way to success? A lot of the time it is our own mind. We allow negative thinking to get in the w…
00:02:02 |
Wed 12 Aug 2009
The Big Question
Last week I participated in a learning program for fast growth businesses conducted by Verne Harnish (founder of Gazelles, Inc) who is world renowned as "The Growth Guy". Verne has run training works…
00:01:53 |
Wed 05 Aug 2009
Importance of Private Businesses to Business
When one looks at business, it is easy to miss or not appreciate the importance of private businesses and entrepreneurship. How often do you look to the larger public companies for opportunities, mar…
00:01:05 |
Thu 30 Jul 2009
Global Transition for High Net Worth Individuals
I have just read KPMG's Swiss Financial Services Newsletter for August 2008. The newsletter provides very sharp insights into the increasingly complex international needs of high net worth individual…
00:03:29 |
Thu 23 Jul 2009
Effective Board Behavior
In recent months I have written a few blogs about corporate governance and business risk management. I have expressed the view that many of the corporate problems we have today are related to ineffec…
00:02:26 |
Wed 15 Jul 2009
Identifying the Human Behavior Risks in Your Business
Back in March of this year, I wrote a blog about managing the human risks in your business. This issue has not gone off the radar screen. Identifying the human behavior risks in your business is crit…
00:01:56 |
Wed 24 Jun 2009
New DNA Behavioral Solutions to Accelerate Trust and Your Relationships
At the moment, more than ever, the whole notion of trust in every aspect of our lives is important. For many, trust is very low, if not shattered, with our leaders, advisors, partners and family memb…
00:03:43 |
Wed 24 Jun 2009
Partnerships and Money Personalities
In the past few weeks we have had a number of people contact us who are starting some form of business partnership together. Most of the time their request has been to find out more about their diffe…
00:02:39 |
Thu 04 Jun 2009
Shirt Sleeves to Shirt Sleeves in 3 Generations
In recent years there has been a lot written about how wealth created by the first generation (the entrepreneur) is lost by the third generation. Often the second generation has also added to the wea…
00:02:56 |
Tue 12 May 2009
Changing Lives with Powerful Questions
Today, I listened to a great presentation by Tal Ben-Shahar who teaches positive psychology at Harvard University. Interestingly, his 2 courses have been rated the most popular in the university. No …
00:01:37 |
Thu 30 Apr 2009
Know Thy Investments
The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "Know Thy Investments". For both the advisor and the client t…
00:02:57 |
Tue 21 Apr 2009
Redeploying Your Talents
The current financial crisis is bringing to light a huge workplace shift. For many baby boomers, they only had one career or expected to have one career. The thinking of this generation was that upon…
00:02:59 |
Thu 16 Apr 2009
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