Behaviorally Smart Money

Behaviorally Smart Money

By DNA BehaviorBusinessInvestingCareers
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Behaviorally Smart Money episodes

  • 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 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
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    38 min
  • 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 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
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    28 min
  • The Entrepreneurial Style
    In this segment, Hugh Massie unpacks the behavioral characteristics and challenges that face Entrepreneurs.
     
    www.businessDNA.com
    www.DNAbehavior.com
     
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    31 min
  • 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 them though developing an awareness of employee and management behaviors in your organization. www.BusinessDNA.com
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    48 min

About Behaviorally Smart Money

From the publisher's feed

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…