Blog Detail
Financial DNA: a new approach to personal finance and financial planning!
http://financialdna.blogspot.com
Hugh Massie’s blog uses cutting edge research and behavioral insights to give you powerful solutions for client centered financial planning, building enhanced client relationships and practical ideas for managing the human side of your business and improving ROI.
- Added on: Jul 8th, 2009
- Country: United States
- Language: English
- Author: Hugh Massie
- Listed in: Finance Personal
- Tags: money management financial behavior financial advisor risk allocation advisor education financial personality
Recent Posts
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 clients who will pay for the value you provide and will a...
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:1. Closing the deal with prospects - 75%2. Maintaini...
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 trusted advisor? How do you accelerate trust in your ...
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. Some say never and others have a desire to perpetuate ...
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 we are always talking about it and making decisions...
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 way. This will be true at any time particularly when...
