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
Understanding Client DNA Behavior Under Pressure
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…
00:02:32 |
Wed 08 Apr 2009
Should You Be In The Business?
I have had some interesting discussions in the past week with financial advisors and managers of advisors. With the financial downturn everyone is evaluating where they are at. The big question being…
00:01:38 |
Thu 02 Apr 2009
Fix Corporate Behavior... Fix the Board
I have had some interesting discussions in the past few weeks with business leaders from many different industries and backgrounds in the United States. One of the areas that consistently comes up is…
00:02:04 |
Wed 01 Apr 2009
Manage the Human Risks in Your Business
At the moment there is alot of talk about the collapsing business and financial environment. For everyone it is having an impact in all sorts of ways. Of course, we all look at the numbers side of th…
00:04:11 |
Tue 24 Mar 2009
Behavioral Profiles Leverage Your Intuition
In the financial services industry there are a lot of supporters for the use of behavioral profiles as part of the client discovery process and there are some detractors from using them. Like in any …
00:06:44 |
Tue 24 Mar 2009
Investment Risks Rooted In Human Behavior
A statement I have been making to many people for the last 10 years is: "Investment markets cannot be controlled, but how you manage your reaction to them can be".
Generally, for most investors the …
00:05:19 |
Fri 20 Mar 2009
Wealth Mentoring Your Clients....Managing Behavior
Hang on. Where is the market going to? Will the Dow be 5000 in the next few months by June 2009 or 22000 in 6 years? Who knows. They are interesting questions. I have placed my own personal wager on …
00:09:08 |
Fri 20 Mar 2009
Managing Your Clients Through Turbulent Times
Well the stock market has gone to 10 year lows. Has it hit the bottom? That is not necessarily the crucial issue although this downward spiral will be raising more fears. What is crucial is how you h…
00:02:25 |
Tue 24 Feb 2009
Understanding Financial Behavior Under Stress
With turbulent financial markets it is far more likely that your true financial behavior will emerge and strongly influence your financial decisions. The degree to which this true financial behavior …
00:07:25 |
Wed 15 Oct 2008
Finding Meaning in Your Life
For a few years now there has been an increasing trend toward people taking steps to find greater meaning in their life. Gradually, more and more people are having the courage to do it and not just t…
00:02:33 |
Thu 25 Sep 2008
Uncovering Human Behavior Risks
Generally in business, and particularly in financial services, people associate risk with the markets or economy. What we fail to drill down into are the risks caused by human behavior. Another way o…
00:02:04 |
Fri 05 Sep 2008
Dreams and Goals
Would you prefer to be asked about your dreams or your goals?
Last week in one of our Wealth Mentor Community Calls we discussed this very question. Prior to the meeting, I had the Wealth Mentor par…
00:02:12 |
Thu 28 Aug 2008
Managing Risk
On the weekend, I had the great fortune to listen to a very inspiring presentation by Dr. Ben Carson. Dr. Carson is a leading pediatric neurosurgeon at the John Hopkins Hospital. In his career he has…
00:02:07 |
Wed 13 Aug 2008
Family Meeting Questions
The stage is now set. The family have committed to a meeting. Further, the initial homework has been done with everyone completing their Financial DNA® Profiles, Family Quality Life Review and other …
00:06:13 |
Wed 06 Aug 2008
The Impact of Money on Your Family
What has been the impact of money on your family? This is a big question and one often addressed in a family meeting. Also, it is often asked by your financial advisor in the financial planning discu…
00:01:47 |
Wed 30 Jul 2008
Review Your Relationship with Money
Recently, I have had a great experience in reading a book called “The Energy of Money” by Maria Nemeth. I would thoroughly recommend this book to any person who is interested in better understanding …
00:02:32 |
Wed 23 Jul 2008
Financial Education in Turbulent Times
My last couple of podcasts have really hit on the issue of financial education to develop greater financial capability for the consumer. The need is now "red hot" with the financial markets in turbul…
00:02:01 |
Fri 11 Jul 2008
The Role of Advisors in Consumer Education
Financial DNA was originally built based on our passion to see the consumer receive education to become more financially empowered and in our view this starts with greater self-understanding. Consume…
00:03:23 |
Wed 02 Jul 2008
Knowing Self Increases Financial Capability
Core to my passion is seeing people take more personal responsibility for their financial decisions. In the end this is actually key to your financial success, and overall quality life. To take more …
00:02:37 |
Mon 23 Jun 2008
Family Transparency
A common derailer that I have seen in many families is a lack of transparency. There is key information which is not being disclosed to other family members and, in some cases, to key people in a fam…
00:01:59 |
Wed 11 Jun 2008
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