EO Atlanta Member Highlighted in Financial Planning Magazine
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.