Financial DNA: Discovering Your Unique Financial Personality by Hugh Massie

By Hugh Massie

Hugh addresses what i feel is crucial element of attaining monetary freedom: comprehend Thyself! The monetary making plans group owes very much 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 features of cash management.'' --Susan Bradley, CFP, founding father of ladies, that means, and cash and bestselling writer of unexpected cash ''Financial DNA? nailed either one of us, producing new verbal exchange and interesting insights between our group contributors. it is aiding us to develop either for my part and professionally. it truly is greater than an exceptional 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 nation college, and founders of the nationwide Charitable Initiative ''The method Hugh has constructed really identifies the behavioral concerns that get within the means of sensible relatives relationships and in a truly sensible manner 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 precise Wealth: a professional consultant for High-Net-Worth contributors (and Their Advisors) ''Very strong behavioral perception that might provide the formulation to remodel how you take into consideration construction the standard of your existence, beginning with knowing your self in a brand new way.'' --Nick Kalikajaros, Head of personal Banking, St. George financial institution, Sydney, Australia

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Immediately, he knew he had articulated what he was truly about, who he is, and of what he could be proud in his business. Being in the wealth management industry could now have meaning. In the longer term it would also become more profitable. That discovery led Chris to start working out how he could reposition his business around his values and life purpose. He began to research what processes were available and how he could use them in his new approach. His instincts were telling him that clients were looking for a new style of client-centric service, which would become a growing trend in the financial services industry.

In reality, the two are linked. The key is in how nature and nurture interact throughout a life. What we know is that the development of personality is dynamic, constantly changing because of the changing environment and new experiences of each day. However, naturally motivated behavior does not change. This is why we say naturally motivated behavior is hard-wired. 1). Different facets of your personality shape your financial personality. Your financial personality is ultimately comprised of your passion, attitudes, relationships, environmental experience, beliefs, financial knowledge, values, and emotional intelligence (EQ)—all combined with your natural behavioral style.

All of these elements form your unique financial wiring—your Financial DNA. 1 The Drive of Natural Behavior upon Personality (© 2001–2005 Financial DNA Resources. All rights reserved. qxp 12/12/05 2:58 PM Page 37 Understanding Your Financial Personality The facets of your behavior are drivers that combine to define your purpose, vision, needs, and wants, which ultimately govern the financial path you take. In turn, your financial personality impacts every financial, business, work, and life decision you make and the decisions of those with whom you interact.

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