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
Organizing a Family Meeting
Do you want greater family unity, and hence greater family harmony, wealth and ultimately a quality life? If yes, the key then is to start planning a family meeting and hopefully make it an annual ev…
00:05:45 |
Wed 04 Jun 2008
Birth Order and Behavior
One of the questions I am often asked is does birth order influence your behavioral style?
Well, based on the research we have performed, birth order does not influence your natural behavior.
00:03:18 |
Tue 29 Apr 2008
Discover Your Investment EQ
Recent research into the human mind has found that the secret to success in any long-term endeavor, whether it be in business, relationships or investing, is an attribute called ‘Emotional Intelligen…
00:11:15 |
Thu 10 Apr 2008
Being or Doing
Life purpose discovery is difficult and in many ways a journey in its own right. However, the process of discovery does become easier if a process is followed and you have a way of thinking about it.…
00:03:02 |
Fri 04 Apr 2008
Money Influences Leadership
The topic of money is missing from the coaching agenda full-stop. Why? Talking about money can be a very emotionally charged issue for both the leader and the consultant/coach. Many people are, when …
00:02:33 |
Mon 31 Mar 2008
Information Flows Drive Energy
Last night I was called by a family friend (for the sake of the innocent Amy) who was being pushed by an advisor to make a major decision in regard to transferring her retirement savings account. Why…
00:02:18 |
Wed 12 Mar 2008
Balancing Life Return and Financial Return
Many financial decisions are a reflection of your life and behavior. Key to finding balance is helping the client objectively understand their inherent strengths and struggles based on who they uniqu…
00:01:52 |
Wed 20 Feb 2008
What Are You Passionate About?
My approach in working with client's has been to fairly early on in the conversation ask them: What are you passionate about? I have found this to be a very powerful question in finding out where the…
00:02:35 |
Mon 04 Feb 2008
Discovering Your Potential Through Coaching and Mentoring
What sets a truly great individual apart from others is often found in their ongoing commitment to growth and personal development. An important step for business leaders, financial advisors or any p…
00:08:31 |
Mon 21 Jan 2008
What is Balance?
During a recent Wealth Mentor Training with a group of financial advisors we were discussing our definitions of a “Quality Life”. A number of advisors made a very key observation: Is there such a con…
00:02:35 |
Mon 03 Dec 2007
Who is in the Way of Your Success
Recently I asked the following question to a group of entrepreneurial businessmen that I was facilitating: “Who is in the way of your success?”
I was amazed to hear the answer: “ME”. Yes, that is co…
00:02:10 |
Sat 10 Nov 2007
Discover Your Relationship to Money
What does money mean to you? What role does money play in your life? What are your motivations for earning money? How do you measure your worth? What do you spend money on?
These are big questions t…
00:06:34 |
Wed 31 Oct 2007
Who is your client?
I have had some really interesting conversations with advisors during the past few weeks during presentations. In particular, when I have been talking about family dynamics and asking the question wh…
00:02:16 |
Sat 27 Oct 2007
Life is More Important Than Money
Where is your focus? What message are you conveying?
Whatever you are doing in your life or business, perhaps consider the message which is behind the following google research that I have recently…
00:03:16 |
Sat 25 Aug 2007
Personal Confidence.....Remove the Gremlins
How confident are you in the business, financial and life decisions you are making? Do you have times of doubt? Have you ever created thoughts in your mind that are not reality, or what can be called…
00:03:17 |
Thu 02 Aug 2007
Accelerate the Application of Your Unique Gift - Financial DNA Whitepaper
What really drives you in your life? What types of activities motivate you? When are you the most productive? Where do you believe you could have never-ending improvement?
These are questions we oft…
00:03:54 |
Tue 31 Jul 2007
Accelerate Your Visioning - Financial DNA Whitepaper
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 finan…
00:21:18 |
Thu 28 Jun 2007
Advisor-Client Chemistry
Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as th…
00:03:40 |
Thu 21 Jun 2007
Mastering Your Personal Energy....Build Wealth
This topic came from a discussion I was having this morning with some of our wealth mentors. So, you may well ask the question: What on earth has mastering your personal energy got to do with buildin…
00:03:59 |
Tue 12 Jun 2007
Initiating Difficult Conversations......The Benefit
An activity I enjoy doing every month is moderating a discussion amongst a group of high powered, highly successful and highly interesting entrepreneurs with very different businesses and from differ…
00:02:59 |
Tue 05 Jun 2007
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