We’re delighted to announce the release of the new DataPoints behavioral finance platform. Built from the ground up with feedback from financial advisors, their clients, and industry leaders, the DataPoints platform puts the power of behavioral science in the hands of advisors to strengthen client relationships and improve financial results. DataPoints has created a library of assessments that holistic financial advisors can use to engage and generate prospects, assess client money behaviors and attitudes, and impact …
How does Netflix market to you? In an article in Fortune magazine, the vice-president of product for Netflix highlighted a growing perspective on the limitations of demographics and focused instead on taste and interests: “Geography, age, and gender? We put that in the garbage heap,” VP of product Todd Yellin said. Instead, viewers are grouped into “clusters” almost exclusively by common taste, and their Netflix homepages highlight the relatively small slice of content that matches …
Reinventing yourself this Labor Day? Search trends from Google provide some interesting insights if you’re considering a change in title. What do you call yourself? What do your prospective clients call you? …
Back in 1999, I worked as a consultant to a large fiber-optic cable company that was staffing a new plant in Pennsylvania. For months, our crew of grad students and industrial psychologists administered validated tests, interviews, and work samples to thousands of potential candidates to fill manufacturing roles. In the work sample, applicants had to coil thin, translucent cables into circles and pack them into thick, zipper-top bags while racing against a clock. Only some …
Leaders tend to fall somewhere on the “transactional-transformational leadership” spectrum. A transactional leader typically uses the exchange of rewards for performance and focuses on keeping everyone in line in order to meet his and the organization’s goals. The transformational leader, on the other hand, focuses on the intrinsic needs of team members, motivating performance by ensuring the interests and goals of the team members and the organization are aligned. The transformational leaders I’ve worked with …