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EO Atlanta Member Highlighted in Financial Planning Magazine

Article by:
EO Staff

Hugh Massie, a member of the EO Atlanta chapter and president of DNA Behavior International, was recently profiled in a  Financial Planning magazine article titled, “Wealth Management Psych Out.”

Hugh is considered a leader in the behavioral finance movement. He developed Financial DNA, a popular toolkit to help businesses and advisors communicate in better ways with their clients, after someone asked him what he was passionate about. "I decided I was passionate about the human side of wealth management," Massie says.  

"We're trying to give advisors a much better chance of understanding the client quickly so that they build an unbreakable trust. If you can ask your clients one powerful question a year, you will never lose them."

To read the article on page 4, click here. ​

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