Sales Engagement
On this edition we’ll talk about Sales Engagement, the importance of using behavioral insights to build solid Sales and Support teams for an organizat...
Behaviorally Smart Money
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About
In this podcast series, we explore how better understanding investor-client behaviors can increase your success as a financial advisor and help you Know, Engage and Grow every employee and client online. David Wolf is joined by DNA Behavior CEO and Behavioral Finance Strategist, Hugh Massie and also by Leon Morales, the company’s CRO who focuses on Relationship Management Integration
The Future of Fintech
On this segment, DNA Behavior's Hugh Massie [CEO] and Ryan Scott [CTO] discuss the future of financial technology, the specific attributes of DNA Beha...
The Entrepreneurial Style
In this segment, Hugh Massie unpacks the behavioral characteristics and challenges that face Entrepreneurs. www.businessDNA.com www.DNAbehavior.com ...
Understanding Operational Risk Management
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 t...
Behaviorally Smart Money-16-Risk Management
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 c...
Behaviorally Smart Money-15-What is Family Continuity?
On this edition Hugh joins David to talk about the concept of Family Continuity as seen through the DNA Behavior framework… Some highlights include:...
Behaviorally Smart Money-13-Hiring and Talent Development
The science and art of hiring and properly matching positions to organizational needs and culture is mission-critical to success. In this episode, Hug...
Behaviorally Smart Money - Episode 12 - Team Productivity
In this edition, we cover the subject of TEAM PERFORMANCE as it relates to the DNA Behavior Platform, including… Understanding that Behavior, Communic...
Behaviorally Smart Money-11-Leadership and Team Development
Hugh Massie and Leon Morales join David Wolf to discuss many aspects of leadership team development and productivity. They discuss and provide example...
Behaviorally Smart Money-10 - How Communication DNA Works in Practice
Hugh Massie and Leon Morales join David Wolf to dig deeper into the Communication DNA platform - how it integrates and helps financial advisors engage...