DNA Behavior

In celebration of #nationalveteransday, we would like to take a moment to recognize and honor those who served our country. It is a time to reflect on the uniqueness of military leadership and how comparable it is to the way we lead today’s organization. Download our guide to learn more, and to all our veterans, thank you for your service. https://bit.ly/32zdj1D

In celebration of #nationalveteransday, we would like to take a moment to honor and celebrate the heroes who served our country. From all of us, thank you for your service.

Relationship Builders will be comfortable and operate at their best when given the opportunity to work with and serve others. They are friendly, kind, and empathetic to others they interact with and gain fulfillment by helping others to achieve their goals. Their preference is to live in a stable environment and make decisions based on history and security. The closest financial advisor style match for Relationship Builder clients is Facilitator, Community Builder, Relationsh...ip Builder, and Adapter What’s your style? Comment below! Explore all 10: https://financialdna.com/styles/ #FDNA10Styles #behavioralfinance #behavioralinsights #behavioralscience #investing #invest #financialadvice

Reflective Thinkers are serious, focused, and analytical in their approach to everything they do. They enjoy thinking through problems and researching information. Their accuracy and precision are valuable in any group setting, and they bring objectivity to decision-making processes. Typically, they will prefer to follow guidelines in completing tasks and will expect cooperation to be given. The closest financial advisor style match for Reflective Thinker clients is another R...eflective Thinker. What’s your style? Comment below! Explore all 10: https://financialdna.com/styles/ #FDNA10Styles #behavioralfinance #behavioralinsights #behavioralscience #investing #invest #financialadvice

A key element to lead a quality life is knowing you have the ability to make money, to be financially confident in your ability to make the right decisions, to meet the markets where they are, and to manage emotions during unsettled markets. In his latest article for #Nasdaq, Hugh Massie looks at the pandemic as an opportunity to layer a financial perspective into emotional intelligence. Click for the full article. https://bit.ly/32lttLK

Initiators like to take bold, aggressive actions and create the rules. They will prefer to lead decision-making, setting the agenda for others to follow, and monitoring the timely completion of tasks. They are goal-driven people who like their expectations managed and not to get caught up in unnecessary details. Their decision-making will typically be fast-paced and rational. They will not be afraid to take on challenging assignments or to accept a lot of risks to realize the...ir ambition. The closest financial advisor style match for Initiator clients is Influencer, Initiator, and Strategist. What’s your style? Comment below! Explore all 10: https://financialdna.com/styles/ #FDNA10Styles #behavioralfinance #behavioralinsights #behavioralscience #investing #invest #financialadvice

Influencers usually like to take all opportunities for being in front of people and to be at the center of decision-making. They are able to engage and motivate people into action through their powerful verbal talents and overall level of enthusiasm. They will wholeheartedly invest time and effort into developing others and their personal performance towards goals, particularly strategies that they see significant potential in. The closest financial advisor style match for Influencer clients is Influencer and Initiator. What’s your style? Comment below! Explore all 10: https://financialdna.com/styles/ #FDNA10Styles #behavioralfinance #behavioralinsights #behavioralscience #investing #invest #financialadvice

How many financial advisors can confidently say that their relationship with their clients has grown over the years to be a meaningful in-depth one? How many can confidently say the same about their clients' family members? Managing all aspects of generational wealth is a subject that we often tend to overlook. In today's guide, you will learn how to build a succession plan that includes you in it. https://bit.ly/34UepGV

Engagers are comfortable connecting with people in a broad array of situations and being able to use their natural enthusiasm to promote. They build their life and career around who they know and being outgoing. They approach situations enthusiastically, especially when they are passionate about the outcomes, and enjoy new opportunities, and starting (rather than finishing) new projects and goals. The closest financial advisor match for Engager clients is Community Builder an...d Engager What’s your style? Comment below! Explore all 10: https://financialdna.com/styles/ #FDNA10Styles #behavioralfinance #behavioralinsights #behavioralscience #investing #invest #financialadvice

How many financial advisors would you say your investors are working with at a time? Do you believe that you are the only advisor your investors have hired, or could it be that they have at least 2 or 3 more firms they are working with? In today's blog post, we are discussing how your clients might be cheating on you, and the most effective way to foresee it. https://bit.ly/2TDSYn2

Community Builders excel at meeting people and promoting cooperation among groups of people. Their natural inclination is to help and support others to carry out an activity or transaction. They are attentive to both people and tasks and influence others through empathy and supportiveness. Once convinced of a course of action, they will encourage others, operate diligently, and collaborate to achieve the goal. They seek supportive relationships that are appreciative and empat...hic towards one another. The closest financial advisor match for Community Builder clients is Facilitator, Community Builder, Engager, Relationship Builder, and Adapter. What’s your style? Comment below! Explore all 10: https://financialdna.com/styles/ #FDNA10Styles #behavioralfinance #behavioralinsights #behavioralscience #investing #invest #financialadvice

Adapters are unique in that they have the ability to be able to adapt to the needs of their environment and display whatever behaviors are necessary for success. They are very versatile and will generally partner and team well with others. They can generally perform well many tasks relating to achieving their goals and managing their performance and operate most effectively when they have very clearly defined expectations and boundaries. The closest advisor match for Adapter clients is Facilitator, Community Builder, Relationship Builder, and Adapter What’s your style? Comment below! Explore all 10: https://financialdna.com/styles/ #FDNA10Styles

Mastering Financial DNA is easier than you may think. Did you know that with Financial DNA, we group people into 10 unique style groups to easily segment investors and financial advisors? Within the next 10 days, we will post our new video series highlighting the ten unique styles of Finanical DNA. https://financialdna.com/styles/ #FDNA10Styles

#StopTryingtoDelightYourInvestors Are your investors overriding most of your conversation time? Constantly interrupting you as you deliver your advice? Always needing to have the last word"? Though the challenge of managing such investors is quite common amongst financial advisors, the smart thing to do here is to understand their behaviors to better communicate with them. Download the guide to learn more. https://bit.ly/31KRwUe