Financial DNA: Discovering Your Unique Financial Personality for a Quality Life

By Hugh Massie

"Hugh addresses what I believe is the most important aspect of achieving economic freedom: Know Thyself The financial planning community owes a great deal to Hugh for his contributions." --Elizabeth Jetton, CFP, Strategic Advisor, Mercer Advisors, Inc., and 2005 Chair of the Financial Planning Association "A great lesson in knowing how you are hard-wired to behave and communicate in planning your personal finances is more important than the technical and product aspects of money management." --Susan Bradley, CFP, founder of Women, Meaning, and Money and bestselling author of Sudden Money "Financial DNA? nailed both of us, generating new communication and exciting insights among our team members. It's helping us to grow both personally and professionally. It's more than a good read, it's a virtual experience " --Robert A. Esperti and Renno L. Peterson, authors of numerous estate and wealth-planning books, Directors of two Institutes at Michigan State University, and founders of the National Charitable Initiative "The process Hugh has developed truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the family." --V. Thane Stenner, FCSI, CIM, First Vice President, T. Stenner Group(TM) national bestselling author of True Wealth: An Expert Guide for High-Net-Worth Individuals (and Their Advisors) "Very powerful behavioral insight that will give you the formula to transform the way you think about building the quality of your life, starting with understanding yourself in a new way." --Nick Kalikajaros, Head of Private Banking, St. George Bank, Sydney, Australia

• Format: Hardcover
• Language: English
• ISBN: 0471784206
• ISBN13: 9780471784203
• Release Date: February 2006
• Publisher: John Wiley & Sons
• Length: 263 Pages
• Weight: 1.05 lbs.
• Dimensions: 0.9" x 6.1" x 9.4"

Customer Reviews

Financial DNA the new trend in servicing clients

Hugh Massie's Financial DNA book expanded the way I see my practice today. He helped me to understand that the most important aspect of the personal finance advisory business is discovering the unique financial personality of each customer, not the technical side of products or money management. With his broad experience as a wealth mentor, Hugh envisioned a new way of servicing clients. He developed a user friendly framework based on scientific methods of behavioral profiling in order to align personal needs with financial objectives. By citing real life examples, he shows how his Financial DNA Discovery Process and Tools can be used in helping advisors to better understand and communicate with clients and tailor a financial strategy suited to their financial personality, allowing them to experience a better quality of life. I have started introducing the "knowing people before the numbers" concept and realized that my relationship with clients, which had already gone through the Discovery Process, improved tremendously. I want to congratulate Hugh and his team for the visionary work that they are doing!

"Bring your master plan to the surface"

As someone currently using Financial DNA, both for myself and my financial advisory clients, I believe this book presents a superb system for living a quality life based on understanding your own unique natural behaviors. The modular design used in the book lends itself well to a customized approach for each person. Although it can be used by an individual alone, it is best used while working with a financial advisor trained in the system. As more and more the financial services industry focuses on the advisor "knowing the client", I expect cutting-edge advisory firms will use Financial DNA. The Chief Compliance Officers at broker/dealers would be wise to read this book, and consider how it could help their advisors not only "know their clients", but help their clients live a quality life. I think within the next five years, Hugh's Financial DNA will become the index, the measuring stick, by which all financial life planning systems will be compared to. Yes, the book is called Financial DNA, but the book puts money where it ought to be...after understanding our natural behavior, then we can talk about money. Hats off to Hugh Massie for a seminal contribution to our individual lives!

Knowledge

Knowledge is power. Knowledge of ourself and others has power to transform lives. Hugh's book and system provide a path to acquire this transformational power. Well done, Hugh.