Behaviorally SMART Money: Financial Personality Insights
Hugh Massie, CEO and founder of DNA Behavior that uses behavioral analytics to know, engage and grow every employee and client using all dimensions of a person’s personality traits joins Enterprise Radio.
- What does financial personality mean?
- Define what are Behavioral Biases.
- What factors make up a person’s Risk Profile?
- How does financial personality affect advisor/investor decision-making?
- How can advisors use these insights to help clients achieve their goals?
Summary: Matching personality types and communication styles allows advisors to adapt to their client’s/prospect’s preferred style to ensure suitability, compliance and client satisfaction.
Hugh Massie is a Behavioral Strategist helping organizations, leaders, advisors, entrepreneurs, and investors worldwide “behavioralize” decision-making.
With over 60,000 hours of experience, Hugh has mentored millions of people, including the leaders of more than 2,500 businesses and 20,0000 advisors in 123 countries (www.BehaviorallySmart.com) to be Behaviorally SMART for achieving greater self-empowerment so they can unlock their human potential and live with meaning.
Hugh liberates and guides organizational leaders, advisors, entrepreneurs and investors with a unique blend of validated personality insights and extensive financial knowledge to make improved life, financial and business decisions. In particular, he mentors people to be more self-aware, and not make emotional decisions under pressure which sabotage their relationships, and long-term goals.
Since 2001, as founder and CEO of DNA Behavior, Hugh continues to lead the way globally in developing innovative behavioral analytics technology which powers solutions to help organizations “Know, Engage and Grow” every employee and client online. He is also a sought after corporate advisor, mentor, financier and board member for his unique ability to solve any problem using a unique blend of deep personality insights and extensive financial knowledge.
Hugh Massie pioneered the development of Financial DNA, Business DNA and Communication DNA the world’s first complete all-in-one behavioral technology platform to provide a broad spectrum of validated personality insights which address financial planning, organizational development, leadership, relationship and a variety of life situations.
He is a Mentor, Consultant, Public Speaker, Trainer and the author of “Financial DNA® – Discovering Your Unique Financial Personality for a Quality Life” and numerous other publications on behavioral finance, human behavior, and business related topics.