On this edition we’ll talk about Sales Engagement, the importance of using behavioral insights to build solid Sales and Support teams for an organization. The idea that by using our unique communication & learning styles we can create real-time customization of sales, marketing and service activities - and improve employee & client engagement for enhanced relationship performance. Overarching idea: Communication is a key the driver to performance!  www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this segment, DNA Behavior's Hugh Massie [CEO] and Ryan Scott [CTO] discuss the future of financial technology, the specific attributes of DNA Behavior's innovative technology solutions, and how"layer-in" and integrate with existing tech, and how they help financial institutions create meaningful client relationships and improve their compliance reporting requirements. www.businessDNA.com www.DNAbehavior.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this segment, Hugh Massie unpacks the behavioral characteristics and challenges that face Entrepreneurs.   www.businessDNA.com www.DNAbehavior.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

On this edition we’ll talk about Operational Risk Management as seen through the DNA Behavior framework, how risks are created and how you can avoid them though developing an awareness of employee and management behaviors in your organization. www.BusinessDNA.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this segment, we dive into the many aspects of Risk Management with Hugh Massie and Leon Morales.   www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this edition Hugh joins David to talk about the concept of Family Continuity as seen through the DNA Behavior framework…   Some highlights include:    1. What is Family Continuity?   Factoids driving Family Continuity or its failure: - 60% of transition failures caused by a communication breakdown - 25% failures in family wealth transfer caused by inadequately prepared heirs - Only 30% of family business survive to the 2nd generation - Only 4% to the 3rd generation…   WEALTHY PARENTS AND CHILDREN PLANNING - - What is the DISCONNECT? - 84% of wealthy parents believe their children would benefit from meetings with financial advisors - but 59% have never introduced their children to the advisors managing their assets  2. What issues get in the way of Family Continuity? - Discuss family member expectations & perceptions - (every person is different) - How will family members respond to the wealth transfer decisions being made? - How do we (FA’s) manage them? 3. Wealth Mentor vs. Family Consultant. - How can an independent Facilitator guide the family? 4. What is the Family Continuity Planning Process? Walk us through Financial DNA Group (Family) Reporting 5.  What are best practice guidelines? http://www.financialdna.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

The science and art of hiring and properly matching positions to organizational needs and culture is mission-critical to success. In this episode, Hugh Massie and Leon Morales discuss these issues and others related to building high-performance companies from the inside out.   www.financialdna.com www.dnabehavior.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this edition, we cover the subject of TEAM PERFORMANCE as it relates to the DNA Behavior Platform, including… Understanding that Behavior, Communication, and Learning style is hard-wired but can be “influenced”. Natural Behavior vs. Learned Behavior Leverage team differences helps drive better results and minimize stress www.businessdna.com www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Hugh Massie and Leon Morales join David Wolf to discuss many aspects of leadership team development and productivity. They discuss and provide examples of how the DNA Behavior platform and tools assist organizations in creating effective leaders and high-performance teams.   http://www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Hugh Massie and Leon Morales join David Wolf to dig deeper into the Communication DNA platform - how it integrates and helps financial advisors engage more deeply with their clients.    http://www.financialdna.com Learn more about your ad choices. Visit megaphone.fm/adchoices