By Hugh Massie
Hugh addresses what i feel is crucial element of accomplishing monetary freedom: recognize Thyself! The monetary making plans group owes greatly to Hugh for his contributions. --Elizabeth Jetton, CFP, Strategic consultant, Mercer Advisors, Inc., and 2005 Chair of the monetary making plans organization ''A nice lesson in understanding the way you are hard-wired to act and converse in making plans your own funds is extra very important than the technical and product elements of cash management.'' --Susan Bradley, CFP, founding father of girls, that means, and cash and bestselling writer of surprising funds ''Financial DNA? nailed either one of us, producing new communique and fascinating insights between our group participants. it truly is supporting us to develop either for my part and professionally. it truly is greater than an excellent learn, it is a digital experience!'' --Robert A. Esperti and Renno L. Peterson, authors of various property and wealth-planning books, administrators of 2 Institutes at Michigan country college, and founders of the nationwide Charitable Initiative ''The approach Hugh has built actually identifies the behavioral matters that get within the method of practical kin relationships and in a really sensible approach builds a bridge to guard the wealth and concord of the family.'' --V. Thane Stenner, FCSI, CIM, First vp, T. Stenner Group(TM) nationwide bestselling writer of real Wealth: a professional advisor for High-Net-Worth participants (and Their Advisors) ''Very strong behavioral perception that may provide the formulation to rework how you take into consideration development the standard of your existence, beginning with figuring out your self in a brand new way.'' --Nick Kalikajaros, Head of non-public Banking, St. George financial institution, Sydney, Australia
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Extra info for Financial DNA: Discovering Your Unique Financial Personality for a Quality Life
Natural behaviors and a lot of other drivers of your financial personality (such as education, maturity, attitudes, and experiences) are usually sitting below the surface and cannot be seen. Financial DNA was designed as an objective process to show the entire iceberg, not just the tip that others see. A good example of the difference between what you initially see and the behavioral drivers below the surface is evident when Chris actually completed his profile for the first time. qxp 12/12/05 2:58 PM Page 41 Understanding Your Financial Personality about investments.
Also, it explained to Chris why at times he could not understand the decisions of clients like Helen Jones and Paul Wilson, who, as we will see later, have very different behavioral styles from Chris. The Interaction of Nature and Nurture: Continual Development While the development of your financial personality is continual, it helps to examine it through discrete stages. First, your Financial DNA is made up of your natural behavior—your genetics and your experience, education, and environment, from birth until about the age of three.
Qxp 12/12/05 2:58 PM Page 28 Financial DNA financial advisors and industry consultants talking about the importance of life issues but not necessarily having easy-to-use, transferable solutions. So Chris Coddington went through training and, with some coaching, became a Financial DNA wealth mentor. The starting point of Chris’s training was undergoing the Financial DNA Discovery Process himself. This in its own right was a transformational and developmental experience for Chris. In creating a vision to live and work with his passion, Chris changed his business to one of wealth mentoring.