Financial DNA - Discovering Your Unique Financial Personality for a 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.Podcasts
Know Your Client's Trust Levels
Published: March 25, 2010, 9:03 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Do You Know Your Clients?
Published: Jan. 27, 2010, 11:31 p.m.Duration: 2 minutes 17 seconds
Listed in: Business
Business Transformation
Published: Jan. 21, 2010, 5:29 p.m.Duration: 2 minutes 58 seconds
Listed in: Business
Transform Your Client Experience to Grow
Published: Dec. 7, 2009, 4:31 p.m.Duration: 11 minutes 19 seconds
Listed in: Business
Improving the Connection with Your Prospects and Clients
Published: Nov. 2, 2009, 7:29 p.m.Duration: 2 minutes 9 seconds
Listed in: Business
Advisor Trust
Published: Oct. 19, 2009, 3:07 p.m.Duration: 30 minutes 54 seconds
Listed in: Business
Bringing Children Into The Family Business
Published: Sept. 16, 2009, 3:25 p.m.Duration: 2 minutes 38 seconds
Listed in: Business
New Financial DNA Developments for Addressing Risk Tolerance
Published: Sept. 2, 2009, 3:45 p.m.Duration: 4 minutes 25 seconds
Listed in: Business
Dream Bigger Than You Can Think
Published: Aug. 12, 2009, 6:12 p.m.Duration: 2 minutes 2 seconds
Listed in: Business
The Big Question
Published: Aug. 5, 2009, 3:47 p.m.Duration: 1 minute 53 seconds
Listed in: Business
Importance of Private Businesses to Business
Published: July 30, 2009, 8:27 p.m.Duration: 1 minute 5 seconds
Listed in: Business
Global Transition for High Net Worth Individuals
Published: July 23, 2009, 2:44 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Effective Board Behavior
Published: July 15, 2009, 2:48 p.m.Duration: 2 minutes 26 seconds
Listed in: Business
Identifying the Human Behavior Risks in Your Business
Published: June 24, 2009, 4:03 p.m.Duration: 1 minute 56 seconds
Listed in: Business
New DNA Behavioral Solutions to Accelerate Trust and Your Relationships
Published: June 24, 2009, 3:59 p.m.Duration: 3 minutes 43 seconds
Listed in: Business
Partnerships and Money Personalities
Published: June 4, 2009, 4:51 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Shirt Sleeves to Shirt Sleeves in 3 Generations
Published: May 12, 2009, 2:14 p.m.Duration: 2 minutes 56 seconds
Listed in: Business
Changing Lives with Powerful Questions
Published: April 30, 2009, 1:44 p.m.Duration: 1 minute 37 seconds
Listed in: Business
Know Thy Investments
Published: April 21, 2009, 2:59 p.m.Duration: 2 minutes 57 seconds
Listed in: Business
Redeploying Your Talents
Published: April 16, 2009, 2:37 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Understanding Client DNA Behavior Under Pressure
Published: April 8, 2009, 3:17 p.m.Duration: 2 minutes 32 seconds
Listed in: Business
Should You Be In The Business?
Published: April 2, 2009, 3:31 p.m.Duration: 1 minute 38 seconds
Listed in: Business
Fix Corporate Behavior... Fix the Board
Published: April 1, 2009, 2:50 p.m.Duration: 2 minutes 4 seconds
Listed in: Business
Manage the Human Risks in Your Business
Published: March 24, 2009, 4:13 p.m.Duration: 4 minutes 11 seconds
Listed in: Business
Behavioral Profiles Leverage Your Intuition
Published: March 24, 2009, 4:11 p.m.Duration: 6 minutes 44 seconds
Listed in: Business
Investment Risks Rooted In Human Behavior
Published: March 20, 2009, 4:09 p.m.Duration: 5 minutes 19 seconds
Listed in: Business
Wealth Mentoring Your Clients....Managing Behavior
Published: March 20, 2009, 4:01 p.m.Duration: 9 minutes 8 seconds
Listed in: Business
Managing Your Clients Through Turbulent Times
Published: Feb. 24, 2009, 9:15 p.m.Duration: 2 minutes 25 seconds
Listed in: Business
Understanding Financial Behavior Under Stress
Published: Oct. 15, 2008, 7:33 p.m.Duration: 7 minutes 25 seconds
Listed in: Business
Finding Meaning in Your Life
Published: Sept. 25, 2008, 2:04 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
Uncovering Human Behavior Risks
Published: Sept. 5, 2008, 4:39 p.m.Duration: 2 minutes 4 seconds
Listed in: Business
Dreams and Goals
Published: Aug. 28, 2008, 4:51 p.m.Duration: 2 minutes 12 seconds
Listed in: Business
Family Meeting Questions
Published: Aug. 6, 2008, 4:40 p.m.Duration: 6 minutes 13 seconds
Listed in: Business
The Impact of Money on Your Family
Published: July 30, 2008, 5:41 p.m.Duration: 1 minute 47 seconds
Listed in: Business
Review Your Relationship with Money
Published: July 23, 2008, 2:28 p.m.Duration: 2 minutes 32 seconds
Listed in: Business
Financial Education in Turbulent Times
Published: July 11, 2008, 2:38 p.m.Duration: 2 minutes 1 second
Listed in: Business
The Role of Advisors in Consumer Education
Published: July 2, 2008, 4:51 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Knowing Self Increases Financial Capability
Published: June 23, 2008, 9:36 p.m.Duration: 2 minutes 37 seconds
Listed in: Business
Family Transparency
Published: June 11, 2008, 1:25 p.m.Duration: 1 minute 59 seconds
Listed in: Business
Organizing a Family Meeting
Published: June 4, 2008, 4:45 p.m.Duration: 5 minutes 45 seconds
Listed in: Business
Birth Order and Behavior
Published: April 29, 2008, 2:12 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
Discover Your Investment EQ
Published: April 10, 2008, 1:41 p.m.Duration: 11 minutes 15 seconds
Listed in: Business
Being or Doing
Published: April 4, 2008, 3:20 p.m.Duration: 3 minutes 2 seconds
Listed in: Business
Money Influences Leadership
Published: March 31, 2008, 5:48 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
Information Flows Drive Energy
Published: March 12, 2008, 9:08 p.m.Duration: 2 minutes 18 seconds
Listed in: Business
Balancing Life Return and Financial Return
Published: Feb. 20, 2008, 5:42 p.m.Duration: 1 minute 52 seconds
Listed in: Business
What Are You Passionate About?
Published: Feb. 4, 2008, 6:20 p.m.Duration: 2 minutes 35 seconds
Listed in: Business
Discovering Your Potential Through Coaching and Mentoring
Published: Jan. 21, 2008, 6:31 p.m.Duration: 8 minutes 31 seconds
Listed in: Business
What is Balance?
Published: Dec. 3, 2007, 5:26 p.m.Duration: 2 minutes 35 seconds
Listed in: Business
Who is in the Way of Your Success
Published: Nov. 10, 2007, 2:52 p.m.Duration: 2 minutes 10 seconds
Listed in: Business
Discover Your Relationship to Money
Published: Oct. 31, 2007, 11:05 p.m.Duration: 6 minutes 34 seconds
Listed in: Business
Who is your client?
Published: Oct. 27, 2007, 9:07 p.m.Duration: 2 minutes 16 seconds
Listed in: Business
Life is More Important Than Money
Published: Aug. 25, 2007, 11:24 p.m.Duration: 3 minutes 16 seconds
Listed in: Business
Personal Confidence.....Remove the Gremlins
Published: Aug. 2, 2007, 11:10 p.m.Duration: 3 minutes 17 seconds
Listed in: Business
Accelerate the Application of Your Unique Gift - Financial DNA Whitepaper
Published: July 31, 2007, 12:04 a.m.Duration: 3 minutes 54 seconds
Listed in: Business
Accelerate Your Visioning - Financial DNA Whitepaper
Published: June 28, 2007, 1:03 a.m.Duration: 21 minutes 18 seconds
Listed in: Business
Advisor-Client Chemistry
Published: June 21, 2007, 5:46 a.m.Duration: 3 minutes 40 seconds
Listed in: Business
Mastering Your Personal Energy....Build Wealth
Published: June 12, 2007, 2:59 a.m.Duration: 3 minutes 59 seconds
Listed in: Business
Initiating Difficult Conversations......The Benefit
Published: June 5, 2007, 1:52 a.m.Duration: 2 minutes 59 seconds
Listed in: Business
Trust Yourself....Gain Client Trust
Published: May 30, 2007, 12:57 a.m.Duration: 4 minutes 23 seconds
Listed in: Business
Listening in the Wealth Mentoring Conversation
Published: May 28, 2007, 11:47 p.m.Duration: 4 minutes 40 seconds
Listed in: Business
Raising Your Consciousness
Published: May 28, 2007, 12:30 a.m.Duration: 2 minutes 43 seconds
Listed in: Business
Holding Your Space In Critical Conversations
Published: May 25, 2007, 12:04 a.m.Duration: 2 minutes 27 seconds
Listed in: Business
Living On Purpose
Published: May 24, 2007, 12:15 a.m.Duration: 1 minute 49 seconds
Listed in: Business
Making Sustainable Change In Your Life
Published: May 23, 2007, 12:28 a.m.Duration: 54 minutes 40 seconds
Listed in: Business
Financial Freedom or Financial Complications
Published: May 21, 2007, 11:51 p.m.Duration: 3 minutes 2 seconds
Listed in: Business
Defining Your Relationship with Money
Published: May 21, 2007, 11:37 p.m.Duration: 3 minutes 53 seconds
Listed in: Business
Financial Consequences
Published: May 17, 2007, 11:03 p.m.Duration: 2 minutes 7 seconds
Listed in: Business
Sharing Yourself from the Inside Out
Published: May 17, 2007, 7:15 a.m.Duration: 3 minutes 28 seconds
Listed in: Business
Connecting Your Wealth Creation and Behavior
Published: May 15, 2007, 2:29 a.m.Duration: 2 minutes 23 seconds
Listed in: Business
Integrating Multiple Passions Into Your Life
Published: May 13, 2007, 11:57 p.m.Duration: 3 minutes
Listed in: Business
Facilitating Your Clients With Financial DNA
Published: May 10, 2007, 1:25 a.m.Duration: 3 minutes 45 seconds
Listed in: Business
Engaging Your Clients in Financial DNA
Published: May 9, 2007, 12:37 a.m.Duration: 4 minutes 22 seconds
Listed in: Business
What the Advisor Said......What the Client Heard
Published: May 8, 2007, 12:52 a.m.Duration: 2 minutes 48 seconds
Listed in: Business
Accelerate Goal Setting - Planning To Get Where You Want To Go
Published: Feb. 4, 2007, 11:59 p.m.Duration: 3 minutes 47 seconds
Listed in: Business
Living Your Values - Financial DNA Whitepaper
Published: Oct. 30, 2006, 10:33 p.m.Duration: 3 minutes 34 seconds
Listed in: Business
Financial DNA Whitepaper - Uncover Your Passion for a Quality Life
Published: Sept. 29, 2006, 1:09 a.m.Duration: 4 minutes 1 second
Listed in: Business
Financial DNA White Paper - Accelerate Your Quality Life
Published: Sept. 5, 2006, 11:11 p.m.Duration: 4 minutes 21 seconds
Listed in: Business
Financial DNA White Paper - Accelerate Your Communication
Published: Aug. 24, 2006, 12:06 a.m.Duration: 17 minutes 3 seconds
Listed in: Business
Financial DNA White Paper - Accelerate Your Trust for Great Relationships
Published: Aug. 13, 2006, 11:36 p.m.Duration: 6 minutes 34 seconds
Listed in: Business
Financial DNA White Paper: Accelerate Your Risk Profile Discovery
Published: July 20, 2006, 2:40 p.m.Duration: 5 minutes 37 seconds
Listed in: Business
Financial DNA White Paper - Accelerate Your Life Purpose
Published: July 16, 2006, 8:35 p.m.Duration: 3 minutes 50 seconds
Listed in: Business
Financial DNA Introduction by Hugh Massie
Published: July 10, 2006, 1:17 a.m.Duration: 3 minutes 36 seconds
Listed in: Business