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
Trust Yourself....Gain Client Trust
We all know that successful long-term advisor client relationships are built on trust. The question is ... are we as advisors trustworthy?.
There are many levels and dimensions of trust and it can b…
00:04:23 |
Wed 30 May 2007
Listening in the Wealth Mentoring Conversation
Many people say that they are a good listener. If you are, is it natural or learned? What are your conversations like?
The reality is that many of us are not naturally good listeners. In fact, for m…
00:04:40 |
Mon 28 May 2007
Aha....
Have you ever been asked a question and then said "aha"? I now get it. Wow, that question has really crystallized some thoughts for me. If you are an advisor, can you recall asking your client that p…
00:02:42 |
Mon 28 May 2007
Raising Your Consciousness
I am often asked by advisors "Do I really need to do a profile? I already know my clients". Then some clients (i.e. investors) may say "but I already know myself" or "over time I have seen these beha…
00:02:43 |
Mon 28 May 2007
Holding Your Space In Critical Conversations
I was having a discussion with an executive coach about how you remain comfortable when having a potentially difficult conversation. There are a lot of theories about this and to some degree everyone…
00:02:27 |
Fri 25 May 2007
Living On Purpose
Wherever I have gone this year more and more advisors and people at large are talking about living a "life on purpose". Advisors are saying to me, we are having deeper conversations with clients abou…
00:01:49 |
Thu 24 May 2007
Making Sustainable Change In Your Life
Are you one of the majority of people who finds it hard to make changes to your life? Do you actually want to make changes in your life? Do you know how to make changes in your life? Do you know wher…
00:54:40 |
Wed 23 May 2007
Financial Freedom or Financial Complications
One of the financial advisors in a group asked me whether everyone would go through Financial DNA. The answer is potentially yes. We have had people with very little wealth and some with over $1billi…
00:03:02 |
Mon 21 May 2007
Defining Your Relationship with Money
So, what does money mean to you? There has been a lot written on this topic from many different angles. My sense is that this is a topic of thought that has always been there for many people but not …
00:03:53 |
Mon 21 May 2007
Financial Consequences
Many people have commented to me recently that one of the powerful messages I deliver, is the reality that every financial decision is driven by a life issue and every life decision has a financial c…
00:02:07 |
Thu 17 May 2007
Sharing Yourself from the Inside Out
Did you know that icebergs connect below the surface? Well people do as well. This is where truly lasting relationships are formed. So how do you get below the surface and connect with others? I am n…
00:03:28 |
Thu 17 May 2007
Connecting Your Wealth Creation and Behavior
At the start of a radio interview, I was asked a fundamental question: What is the relevance of behavior to your wealth creation?
In my view, your behavioral style is foundational to your wealth cre…
00:02:23 |
Tue 15 May 2007
Integrating Multiple Passions Into Your Life
What do you do when you have multiple passions?
This is a great position to be in, particularly as many people do not lay claim to having one passion. If you do have multiple passions then in my vie…
00:03:00 |
Sun 13 May 2007
Facilitating Your Clients With Financial DNA
In my last topic on engaging the client, I concluded with the comment that facilitating the Financial DNA profiles with your clients is easier than you may perceive, and does not have to take you awa…
00:03:45 |
Thu 10 May 2007
Engaging Your Clients in Financial DNA
Interestingly, the most common question that we have been asked by financial advisors is: How do I get my clients to take the profiles? Will they do the profiles?
I have been in the shoes of the adv…
00:04:22 |
Wed 09 May 2007
What the Advisor Said......What the Client Heard
Communication is a significant theme in Financial DNA and one that I am often asked to talk about. Certainly, it is a foundational starting point in all of our work with advisors and clients.
How a…
00:02:48 |
Tue 08 May 2007
Accelerate Goal Setting - Planning To Get Where You Want To Go
January is traditionally a time to decide on a New Year resolution and then for most people, within a few weeks, to break it! Some manage to stay the course and succeed but most would agree that succ…
00:03:47 |
Sun 04 Feb 2007
Living Your Values - Financial DNA Whitepaper
In order to understand where you are going (in life and financially), you first need to understand who you are. And in order to understand who you are, you need to understand where you came from. You…
00:03:34 |
Mon 30 Oct 2006
Financial DNA Whitepaper - Uncover Your Passion for a Quality Life
No one can deny the power of someone being passionate about something. We have all witnessed the all-consuming, potentially irrational attitude that is associated with a person pursuing their passion…
00:04:01 |
Fri 29 Sep 2006
Financial DNA White Paper - Accelerate Your Quality Life
Where is your life going well now? Are your business and family relationships aligned? What is the purpose for your life? Are you making committed decisions? How do you want to be remembered?
Build…
00:04:21 |
Tue 05 Sep 2006
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