Financial DNA - Discovering Your Unique Financial Personality for a Quality Life

Effective Board Behavior

financialdna — Mon, 06 Jul 2009 19:54:02 GMT

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...

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.

Identifying the Human Behavior Risks in Your Business

financialdna — Wed, 24 Jun 2009 15:57:02 GMT

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...

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.

New DNA Behavioral Solutions to Accelerate Trust and Your Relationships

financialdna — Thu, 04 Jun 2009 16:48:09 GMT

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...

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.

Partnerships and Money Personalities

financialdna — Thu, 04 Jun 2009 16:46:56 GMT

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...

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.

Shirt Sleeves to Shirt Sleeves in 3 Generations

financialdna — Tue, 12 May 2009 14:12:39 GMT

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...

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.

Changing Lives with Powerful Questions

financialdna — Thu, 30 Apr 2009 13:42:37 GMT

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...

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.

Know Thy Investments

financialdna — Tue, 21 Apr 2009 14:54:37 GMT

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...

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.

Redeploying Your Talents

financialdna — Thu, 16 Apr 2009 14:33:57 GMT

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...

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.

Understanding Client DNA Behavior Under Pressure

financialdna — Wed, 08 Apr 2009 15:13:45 GMT

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...

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.

Should You Be In The Business?

financialdna — Thu, 02 Apr 2009 15:30:51 GMT

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...

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.

Fix Corporate Behavior... Fix the Board

financialdna — Wed, 01 Apr 2009 14:41:45 GMT

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...

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.

Manage the Human Risks in Your Business

financialdna — Tue, 24 Mar 2009 16:11:39 GMT

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...

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.

Behavioral Profiles Leverage Your Intuition

financialdna — Tue, 24 Mar 2009 16:09:55 GMT

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...

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.

Investment Risks Rooted In Human Behavior

financialdna — Fri, 20 Mar 2009 16:03:27 GMT

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...

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.

Wealth Mentoring Your Clients....Managing Behavior

financialdna — Fri, 06 Mar 2009 16:10:25 GMT

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...

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.

Managing Your Clients Through Turbulent Times

financialdna — Tue, 24 Feb 2009 19:08:32 GMT

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...

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.

Understanding Financial Behavior Under Stress

financialdna — Wed, 15 Oct 2008 18:44:22 GMT

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...

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.

Finding Meaning in Your Life

financialdna — Thu, 25 Sep 2008 14:00:38 GMT

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...

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.

Uncovering Human Behavior Risks

financialdna — Fri, 05 Sep 2008 16:36:15 GMT

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...

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.

Dreams and Goals

financialdna — Thu, 28 Aug 2008 16:49:50 GMT

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...

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.

Managing Risk

financialdna — Wed, 13 Aug 2008 14:41:42 GMT

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...

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.

Family Meeting Questions

financialdna — Wed, 06 Aug 2008 16:37:45 GMT

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...

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.

The Impact of Money on Your Family

financialdna — Wed, 30 Jul 2008 17:34:21 GMT

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...

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.

Review Your Relationship with Money

financialdna — Wed, 23 Jul 2008 14:25:25 GMT

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...

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.

Financial Education in Turbulent Times

financialdna — Fri, 11 Jul 2008 14:34:03 GMT

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...

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.

The Role of Advisors in Consumer Education

financialdna — Wed, 02 Jul 2008 16:48:25 GMT

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....

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.

Knowing Self Increases Financial Capability

financialdna — Mon, 23 Jun 2008 20:10:52 GMT

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...

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.

Family Transparency

financialdna — Wed, 11 Jun 2008 13:22:24 GMT

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...

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.

Organizing a Family Meeting

financialdna — Wed, 04 Jun 2008 16:11:08 GMT

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...

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.

Birth Order and Behavior

financialdna — Tue, 29 Apr 2008 14:12:39 GMT

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.

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.

Discover Your Investment EQ

financialdna — Thu, 10 Apr 2008 13:41:48 GMT

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...

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.

Being or Doing

financialdna — Fri, 04 Apr 2008 15:20:08 GMT

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...

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.

Money Influences Leadership

financialdna — Mon, 31 Mar 2008 17:48:29 GMT

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...

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.

Information Flows Drive Energy

financialdna — Wed, 12 Mar 2008 21:08:26 GMT

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...

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.

Balancing Life Return and Financial Return

financialdna — Wed, 20 Feb 2008 17:42:03 GMT

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...

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.

Sow Into Others Lives and Grow Your Own

financialdna — Tue, 05 Feb 2008 15:02:50 GMT

Think about what might happen if you help somebody else grow in their lives. They will remember the moment, become more empowered and ultimately want to help many others. They will do it...

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.

What Are You Passionate About?

financialdna — Mon, 04 Feb 2008 18:20:23 GMT

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...

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.

Discovering Your Potential Through Coaching and Mentoring

financialdna — Mon, 21 Jan 2008 18:31:12 GMT

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...

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.

Sow Into Others Lives and Grow Your Own

financialdna — Mon, 21 Jan 2008 18:05:55 GMT

What is Balance?

financialdna — Mon, 03 Dec 2007 17:26:39 GMT

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...

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.

Who is in the Way of Your Success

financialdna — Sat, 10 Nov 2007 14:52:55 GMT

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...

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.

Discover Your Relationship to Money

financialdna — Wed, 31 Oct 2007 23:05:00 GMT

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...

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.

Discover Your Retirement Plan

financialdna — Tue, 30 Oct 2007 11:19:17 GMT

Very recently, a business owner client of our firm in his early 40's who is energetically expanding his business said: I really feel like I am in retirement. I can do what I want, when I want and...

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.

Who is your client?

financialdna — Sat, 27 Oct 2007 21:07:20 GMT

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...

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.

Entrepreneurs Feedback - What Makes People Successful

financialdna — Fri, 31 Aug 2007 21:46:59 GMT

In a discussion with a group of entrepreneurs, I asked them the question: What Makes People Successful? I enjoy asking questions like this. I always learn something from others perspectives and...

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.

Life is More Important Than Money

financialdna — Sat, 25 Aug 2007 23:24:31 GMT

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...

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.

Personal Confidence.....Remove the Gremlins

financialdna — Thu, 02 Aug 2007 23:10:08 GMT

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...

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.

Accelerate the Application of Your Unique Gift - Financial DNA Whitepaper

financialdna — Tue, 31 Jul 2007 00:04:33 GMT

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...

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.

Your Likeability Factor

financialdna — Mon, 30 Jul 2007 03:31:48 GMT

Do you know what your likeability factor is? What do others say about you? What do you say about yourself? I recently read a book called "The Likeability Factor" by Tim Sanders. The message of the...

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.

Accelerate Your Visioning - Financial DNA Whitepaper

financialdna — Thu, 28 Jun 2007 01:03:17 GMT

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...

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.

Advisor-Client Chemistry

financialdna — Thu, 21 Jun 2007 05:46:30 GMT

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...

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.

Mastering Your Personal Energy....Build Wealth

financialdna — Tue, 12 Jun 2007 02:59:51 GMT

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...

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.

Initiating Difficult Conversations......The Benefit

financialdna — Tue, 05 Jun 2007 01:52:56 GMT

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...

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.

Accelerate Your Family Bonding - Whitepaper from Financial DNA

financialdna — Thu, 31 May 2007 00:41:32 GMT

Financial decisions are seldom made in a vacuum. Your decisions impact the lives of those around you, especially the members of your family. And just as you should make decisions in alignment with...

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.

Trust Yourself....Gain Client Trust

financialdna — Wed, 30 May 2007 00:57:11 GMT

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...

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.

Listening in the Wealth Mentoring Conversation

financialdna — Mon, 28 May 2007 23:47:29 GMT

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...

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.

Aha....

financialdna — Mon, 28 May 2007 05:13:51 GMT

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...

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.

Raising Your Consciousness

financialdna — Mon, 28 May 2007 00:30:58 GMT

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...

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.

Holding Your Space In Critical Conversations

financialdna — Fri, 25 May 2007 00:04:49 GMT

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...

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.

Living On Purpose

financialdna — Thu, 24 May 2007 00:15:42 GMT

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...

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.

Making Sustainable Change In Your Life

financialdna — Wed, 23 May 2007 00:28:11 GMT

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...

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.

Financial Freedom or Financial Complications

financialdna — Mon, 21 May 2007 23:51:00 GMT

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...

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.

Defining Your Relationship with Money

financialdna — Mon, 21 May 2007 23:37:10 GMT

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...

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.

Hiring Talent

financialdna — Mon, 21 May 2007 03:45:35 GMT

An area that we are regularly asked about is hiring the right people. This is an issue that is very relevant to many of the financial advisors who use Financial DNA, as well as some of our corporate,...

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.

Financial Consequences

financialdna — Thu, 17 May 2007 23:03:25 GMT

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...

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.

Sharing Yourself from the Inside Out

financialdna — Thu, 17 May 2007 07:15:16 GMT

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...

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.

Your Planned Giving: Philanthropic or Charitable Approach

financialdna — Wed, 16 May 2007 23:26:41 GMT

There is no doubt devising an appropriate planned giving strategy has become a very big focus in the United States and other countries where the level of wealth is growing. Advisors are being asked...

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.

Connecting Your Wealth Creation and Behavior

financialdna — Tue, 15 May 2007 02:29:44 GMT

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...

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.

Integrating Multiple Passions Into Your Life

financialdna — Sun, 13 May 2007 23:57:59 GMT

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...

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.

Siblings: Same Money Messages, Different Financial Values

financialdna — Thu, 10 May 2007 05:24:58 GMT

Have you ever wondered why your financial attitudes are different from those of your siblings? Why is this the case when you have been brought up in the same home with the same money messages, you...

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.

Facilitating Your Clients With Financial DNA

financialdna — Thu, 10 May 2007 01:25:37 GMT

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...

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.

Engaging Your Clients in Financial DNA

financialdna — Wed, 09 May 2007 00:37:54 GMT

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...

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.

What the Advisor Said......What the Client Heard

financialdna — Tue, 08 May 2007 00:52:00 GMT

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...

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.

Accelerate Your Team Productivity

financialdna — Wed, 02 May 2007 05:47:28 GMT

The average fully employed person spends over 1,800 hours each year at work, more than one-third of his/her life. Therefore, people tend to spend as much time, if not more, with their co-workers as...

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.

Accelerate Your Hiring

financialdna — Fri, 30 Mar 2007 01:49:23 GMT

Hiring the right people is a critical facet of building any business. There is plenty of independent research to show the cost of getting it wrong can be substantial, in many cases multiples of the...

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.

Accelerate Goal Setting - Planning To Get Where You Want To Go

financialdna — Sun, 04 Feb 2007 23:59:13 GMT

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...

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.

Hugh Massie on Bob Lancer's Parenting Solutions Radio Show

financialdna — Wed, 29 Nov 2006 01:14:22 GMT

This is a discussion between Hugh Massie, founder and President of Financial DNA Resources, Inc. and Bob Lancer, host of Parenting Solutions on the meaning of wealth, wealth creation and management,...

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.

Understanding Your Philanthropy DNA - whitepaper from Financial DNA

financialdna — Tue, 28 Nov 2006 23:42:47 GMT

When it comes to making decisions around giving to others, whether that is giving money, time or anything else of value, there are generally numerous factors and conflicting options that make it very...

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.

Understanding People Before Numbers - Financial DNA

financialdna — Wed, 15 Nov 2006 23:23:24 GMT

What is Financial DNA about? And how can we help you? We believe you have a unique financial personality which drives how you make financial decisions. Before you make any of these decisions, you...

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.

Living Your Values - Financial DNA Whitepaper

financialdna — Mon, 30 Oct 2006 22:33:59 GMT

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....

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.

Financial DNA Whitepaper - Uncover Your Passion for a Quality Life

financialdna — Fri, 29 Sep 2006 01:09:40 GMT

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...

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.

Financial DNA White Paper - Accelerate Your Quality Life

financialdna — Tue, 05 Sep 2006 23:11:56 GMT

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?...

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.

Financial DNA White Paper - Accelerate Your Communication

financialdna — Thu, 24 Aug 2006 00:06:20 GMT

This podcast will address how enhancing your communication is foundational to making more optimal decisions and enhancing the quality of your relationships and your overall life. We naturally...

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.

Financial DNA in the NEWS!

financialdna — Thu, 17 Aug 2006 01:59:49 GMT

NEWS FLASH: Your financial future may depend as much on your personality as it does on your portfolio! That's the story behind Financial DNA - a new approach to personal finance and financial...

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.

Financial DNA White Paper - Accelerate Your Trust for Great Relationships

financialdna — Sun, 13 Aug 2006 23:36:51 GMT

This podcast will address how building trust in your self is foundational to the quality of your relationships and your overall life, and then five key trust building steps that you can adopt.

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.

Financial DNA White Paper: Accelerate Your Risk Profile Discovery

financialdna — Thu, 20 Jul 2006 14:40:40 GMT

This podcast will address a new framework for uncovering your risk profile which involves starting with your natural hard-wired behavior and then examining the impact of a wide range of influences...

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.

Financial DNA White Paper - Accelerate Your Life Purpose

financialdna — Sun, 16 Jul 2006 20:35:42 GMT

The podcast will address the importance of knowing your life purpose for setting goals that you can be committed to, and an easy 5 step process for discovering your life purpose.

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.

Financial DNA Introduction by Hugh Massie

financialdna — Mon, 10 Jul 2006 01:17:48 GMT

Hugh Massie talks about Financial DNA - learn to understand your unique financial personality and how this can enhance your 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.