Podcasts by Financial DNA - Discovering Your Unique Financial Personality for a Quality Life
Your financial future may depend as much on your personality as it does on your portfolio. That's the idea behind a growing trend in the financial planning industry. These podcasts will give you an introduction and graphic demonstrations of how this can be put into practice.
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Know Your Client's Trust Levels from 2010-03-25T21:03:07
Last week I was working with one of our Certified Wealth Mentors with my role to offer some behavioral insights on some difficult client cases. The cases were difficult because of the clients’...
Do You Know Your Clients? from 2010-01-27T23:31:49
No matter the industry, providers of products and services are always saying something to the effect of: "You are blind as to who is going to walk in the front door for their first meeting with you...
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Business Transformation from 2010-01-21T17:29:44
In recent weeks we have strongly focused our messaging around "business transformation". In particular, the need to address the client experience that is being provided in order to transform. So......
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Transform Your Client Experience to Grow from 2009-12-07T16:31:57
For advisors, growing your financial planning business is about getting more of the right clients who you can profitably serve on a sustained basis. This means you must have financial planning...
Improving the Connection with Your Prospects and Clients from 2009-11-02T19:29:35
Have you considered what is going to propel growth in your business in the coming months and years? Schwab conducted a research study in March 2009 which shows the greatest 3 enablers of growth...<...
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Advisor Trust from 2009-10-19T15:07:25
The theme at this week's FPA Conference in Annaheim centered on trust. Becoming the trusted advisor is not a new idea however, it is increasingly talked about. The question is how do you become th...
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Bringing Children Into The Family Business from 2009-09-16T15:25:41
In my work with entrepreneurs and family business owners there are quite divergent views about whether to bring children into the family business when they are young adults, or even at any stage......
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New Financial DNA Developments for Addressing Risk Tolerance from 2009-09-02T15:45:09
Risk tolerance is a much talked about area in financial planning and it is one core component of an investor's unique financial behavior - what we call their Financial DNA. It is so fundamental tha...
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Dream Bigger Than You Can Think from 2009-08-12T18:12:16
In recent times I have done a lot of talking about your "success impediments". What is getting in your way to success? A lot of the time it is our own mind. We allow negative thinking to get in the...
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The Big Question from 2009-08-05T15:47:35
Last week I participated in a learning program for fast growth businesses conducted by Verne Harnish (founder of Gazelles, Inc) who is world renowned as "The Growth Guy". Verne has run training...<...
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Importance of Private Businesses to Business from 2009-07-30T20:27:39
When one looks at business, it is easy to miss or not appreciate the importance of private businesses and entrepreneurship. How often do you look to the larger public companies for opportunities,.....
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Global Transition for High Net Worth Individuals from 2009-07-23T14:44:07
I have just read KPMG's Swiss Financial Services Newsletter for August 2008. The newsletter provides very sharp insights into the increasingly complex international needs of high net worth...
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Effective Board Behavior from 2009-07-15T14:48:31
In recent months I have written a few blogs about corporate governance and business risk management. I have expressed the view that many of the corporate problems we have today are related to...
Identifying the Human Behavior Risks in Your Business from 2009-06-24T16:03:41
Back in March of this year, I wrote a blog about managing the human risks in your business. This issue has not gone off the radar screen. Identifying the human behavior risks in your business is......
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New DNA Behavioral Solutions to Accelerate Trust and Your Relationships from 2009-06-24T15:59:40
At the moment, more than ever, the whole notion of trust in every aspect of our lives is important. For many, trust is very low, if not shattered, with our leaders, advisors, partners and family......
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Partnerships and Money Personalities from 2009-06-04T16:51:45
In the past few weeks we have had a number of people contact us who are starting some form of business partnership together. Most of the time their request has been to find out more about their...<...
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Shirt Sleeves to Shirt Sleeves in 3 Generations from 2009-05-12T14:14:40
In recent years there has been a lot written about how wealth created by the first generation (the entrepreneur) is lost by the third generation. Often the second generation has also added to the.....
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Changing Lives with Powerful Questions from 2009-04-30T13:44:51
Today, I listened to a great presentation by Tal Ben-Shahar who teaches positive psychology at Harvard University. Interestingly, his 2 courses have been rated the most popular in the university. N...
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Know Thy Investments from 2009-04-21T14:59:42
The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "Know Thy Investments". For both the advisor and the client...
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Redeploying Your Talents from 2009-04-16T14:37:27
The current financial crisis is bringing to light a huge workplace shift. For many baby boomers, they only had one career or expected to have one career. The thinking of this generation was that up...
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Understanding Client DNA Behavior Under Pressure from 2009-04-08T15:17:37
When I was a financial planner and even before that a CPA, I had regularly observed that people's behavior and decision-making patterns changed when they were under pressure; the pressure often bei...
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Should You Be In The Business? from 2009-04-02T15:31:56
I have had some interesting discussions in the past week with financial advisors and managers of advisors. With the financial downturn everyone is evaluating where they are at. The big question bei...
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Fix Corporate Behavior... Fix the Board from 2009-04-01T14:50:32
I have had some interesting discussions in the past few weeks with business leaders from many different industries and backgrounds in the United States. One of the areas that consistently comes up ...
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Manage the Human Risks in Your Business from 2009-03-24T16:13:40
At the moment there is alot of talk about the collapsing business and financial environment. For everyone it is having an impact in all sorts of ways. Of course, we all look at the numbers side of....
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Behavioral Profiles Leverage Your Intuition from 2009-03-24T16:11:22
In the financial services industry there are a lot of supporters for the use of behavioral profiles as part of the client discovery process and there are some detractors from using them. Like in an...
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Investment Risks Rooted In Human Behavior from 2009-03-20T16:09:26
A statement I have been making to many people for the last 10 years is: "Investment markets cannot be controlled, but how you manage your reaction to them can be". Generally, for most investors th...
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Wealth Mentoring Your Clients....Managing Behavior from 2009-03-20T16:01:53
Hang on. Where is the market going to? Will the Dow be 5000 in the next few months by June 2009 or 22000 in 6 years? Who knows. They are interesting questions. I have placed my own personal wager o...
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Managing Your Clients Through Turbulent Times from 2009-02-24T21:15:21
Well the stock market has gone to 10 year lows. Has it hit the bottom? That is not necessarily the crucial issue although this downward spiral will be raising more fears. What is crucial is how you...
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Understanding Financial Behavior Under Stress from 2008-10-15T19:33:56
With turbulent financial markets it is far more likely that your true financial behavior will emerge and strongly influence your financial decisions. The degree to which this true financial behavio...
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Finding Meaning in Your Life from 2008-09-25T14:04:09
For a few years now there has been an increasing trend toward people taking steps to find greater meaning in their life. Gradually, more and more people are having the courage to do it and not just...
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Uncovering Human Behavior Risks from 2008-09-05T16:39:36
Generally in business, and particularly in financial services, people associate risk with the markets or economy. What we fail to drill down into are the risks caused by human behavior. Another way...
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Dreams and Goals from 2008-08-28T16:51:44
Would you prefer to be asked about your dreams or your goals? Last week in one of our Wealth Mentor Community Calls we discussed this very question. Prior to the meeting, I had the Wealth Mentor.....
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Managing Risk from 2008-08-13T14:44:17
On the weekend, I had the great fortune to listen to a very inspiring presentation by Dr. Ben Carson. Dr. Carson is a leading pediatric neurosurgeon at the John Hopkins Hospital. In his career he h...
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Family Meeting Questions from 2008-08-06T16:40:57
The stage is now set. The family have committed to a meeting. Further, the initial homework has been done with everyone completing their Financial DNA® Profiles, Family Quality Life Review and othe...
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The Impact of Money on Your Family from 2008-07-30T17:41:27
What has been the impact of money on your family? This is a big question and one often addressed in a family meeting. Also, it is often asked by your financial advisor in the financial planning...<...
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Review Your Relationship with Money from 2008-07-23T14:28:30
Recently, I have had a great experience in reading a book called “The Energy of Money” by Maria Nemeth. I would thoroughly recommend this book to any person who is interested in better understandin...
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Financial Education in Turbulent Times from 2008-07-11T14:38
My last couple of podcasts have really hit on the issue of financial education to develop greater financial capability for the consumer. The need is now "red hot" with the financial markets in...
The Role of Advisors in Consumer Education from 2008-07-02T16:51:41
Financial DNA was originally built based on our passion to see the consumer receive education to become more financially empowered and in our view this starts with greater self-understanding....
Knowing Self Increases Financial Capability from 2008-06-23T21:36:46
Core to my passion is seeing people take more personal responsibility for their financial decisions. In the end this is actually key to your financial success, and overall quality life. To take mor...
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Family Transparency from 2008-06-11T13:25:40
A common derailer that I have seen in many families is a lack of transparency. There is key information which is not being disclosed to other family members and, in some cases, to key people in a.....
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Organizing a Family Meeting from 2008-06-04T16:45:30
Do you want greater family unity, and hence greater family harmony, wealth and ultimately a quality life? If yes, the key then is to start planning a family meeting and hopefully make it an annual....
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Birth Order and Behavior from 2008-04-29T14:12:39
One of the questions I am often asked is does birth order influence your behavioral style?
Well, based on the research we have performed, birth order does not influence your natural behavior.
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Discover Your Investment EQ from 2008-04-10T13:41:48
Recent research into the human mind has found that the secret to success in any long-term endeavor, whether it be in business, relationships or investing, is an attribute called ‘Emotional...
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Being or Doing from 2008-04-04T15:20:08
Life purpose discovery is difficult and in many ways a journey in its own right. However, the process of discovery does become easier if a process is followed and you have a way of thinking about.....
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Money Influences Leadership from 2008-03-31T17:48:29
The topic of money is missing from the coaching agenda full-stop. Why? Talking about money can be a very emotionally charged issue for both the leader and the consultant/coach. Many people are, whe...
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Information Flows Drive Energy from 2008-03-12T21:08:26
Last night I was called by a family friend (for the sake of the innocent Amy) who was being pushed by an advisor to make a major decision in regard to transferring her retirement savings account. W...
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Balancing Life Return and Financial Return from 2008-02-20T17:42:03
Many financial decisions are a reflection of your life and behavior. Key to finding balance is helping the client objectively understand their inherent strengths and struggles based on who they...<...
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What Are You Passionate About? from 2008-02-04T18:20:23
My approach in working with client's has been to fairly early on in the conversation ask them: What are you passionate about? I have found this to be a very powerful question in finding out where.....
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Discovering Your Potential Through Coaching and Mentoring from 2008-01-21T18:31:12
What sets a truly great individual apart from others is often found in their ongoing commitment to growth and personal development. An important step for business leaders, financial advisors or any...
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What is Balance? from 2007-12-03T17:26:39
During a recent Wealth Mentor Training with a group of financial advisors we were discussing our definitions of a “Quality Life”. A number of advisors made a very key observation: Is there such a.....
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Who is in the Way of Your Success from 2007-11-10T14:52:55
Recently I asked the following question to a group of entrepreneurial businessmen that I was facilitating: “Who is in the way of your success?” I was amazed to hear the answer: “ME”. Yes, that is....
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Discover Your Relationship to Money from 2007-10-31T23:05
What does money mean to you? What role does money play in your life? What are your motivations for earning money? How do you measure your worth? What do you spend money on? These are big questions...
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Who is your client? from 2007-10-27T21:07:20
I have had some really interesting conversations with advisors during the past few weeks during presentations. In particular, when I have been talking about family dynamics and asking the question....
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Life is More Important Than Money from 2007-08-25T23:24:31
Where is your focus? What message are you conveying? Whatever you are doing in your life or business, perhaps consider the message which is behind the following google research that I have recentl...
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Personal Confidence.....Remove the Gremlins from 2007-08-02T23:10:08
How confident are you in the business, financial and life decisions you are making? Do you have times of doubt? Have you ever created thoughts in your mind that are not reality, or what can be call...
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Accelerate the Application of Your Unique Gift - Financial DNA Whitepaper from 2007-07-31T00:04:33
What really drives you in your life? What types of activities motivate you? When are you the most productive? Where do you believe you could have never-ending improvement? These are questions we.....
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Accelerate Your Visioning - Financial DNA Whitepaper from 2007-06-28T01:03:17
Just as eye glasses or contact lenses improve the clarity of what you are seeing, the Financial DNA Discovery Process has been designed to clarify what you are doing with your life and how your...<...
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Advisor-Client Chemistry from 2007-06-21T05:46:30
Do you have the right clients? This is a very topical issue for many financial planners, particularly those who have already built a business to a reasonable level. Actually, it is as important as....
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Mastering Your Personal Energy....Build Wealth from 2007-06-12T02:59:51
This topic came from a discussion I was having this morning with some of our wealth mentors. So, you may well ask the question: What on earth has mastering your personal energy got to do with...
Initiating Difficult Conversations......The Benefit from 2007-06-05T01:52:56
An activity I enjoy doing every month is moderating a discussion amongst a group of high powered, highly successful and highly interesting entrepreneurs with very different businesses and from...
Trust Yourself....Gain Client Trust from 2007-05-30T00:57:11
We all know that successful long-term advisor client relationships are built on trust. The question is ... are we as advisors trustworthy?. There are many levels and dimensions of trust and it can...
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Listening in the Wealth Mentoring Conversation from 2007-05-28T23:47:29
Many people say that they are a good listener. If you are, is it natural or learned? What are your conversations like? The reality is that many of us are not naturally good listeners. In fact, for...
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Raising Your Consciousness from 2007-05-28T00:30:58
I am often asked by advisors "Do I really need to do a profile? I already know my clients". Then some clients (i.e. investors) may say "but I already know myself" or "over time I have seen these......
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Holding Your Space In Critical Conversations from 2007-05-25T00:04:49
I was having a discussion with an executive coach about how you remain comfortable when having a potentially difficult conversation. There are a lot of theories about this and to some degree everyo...
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Living On Purpose from 2007-05-24T00:15:42
Wherever I have gone this year more and more advisors and people at large are talking about living a "life on purpose". Advisors are saying to me, we are having deeper conversations with clients......
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Making Sustainable Change In Your Life from 2007-05-23T00:28:11
Are you one of the majority of people who finds it hard to make changes to your life? Do you actually want to make changes in your life? Do you know how to make changes in your life? Do you know......
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Financial Freedom or Financial Complications from 2007-05-21T23:51
One of the financial advisors in a group asked me whether everyone would go through Financial DNA. The answer is potentially yes. We have had people with very little wealth and some with over...
Defining Your Relationship with Money from 2007-05-21T23:37:10
So, what does money mean to you? There has been a lot written on this topic from many different angles. My sense is that this is a topic of thought that has always been there for many people but no...
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Financial Consequences from 2007-05-17T23:03:25
Many people have commented to me recently that one of the powerful messages I deliver, is the reality that every financial decision is driven by a life issue and every life decision has a financial...
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Sharing Yourself from the Inside Out from 2007-05-17T07:15:16
Did you know that icebergs connect below the surface? Well people do as well. This is where truly lasting relationships are formed. So how do you get below the surface and connect with others? I am...
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Connecting Your Wealth Creation and Behavior from 2007-05-15T02:29:44
At the start of a radio interview, I was asked a fundamental question: What is the relevance of behavior to your wealth creation? In my view, your behavioral style is foundational to your wealth.....
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Integrating Multiple Passions Into Your Life from 2007-05-13T23:57:59
What do you do when you have multiple passions? This is a great position to be in, particularly as many people do not lay claim to having one passion. If you do have multiple passions then in my.....
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Facilitating Your Clients With Financial DNA from 2007-05-10T01:25:37
In my last topic on engaging the client, I concluded with the comment that facilitating the Financial DNA profiles with your clients is easier than you may perceive, and does not have to take you.....
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Engaging Your Clients in Financial DNA from 2007-05-09T00:37:54
Interestingly, the most common question that we have been asked by financial advisors is: How do I get my clients to take the profiles? Will they do the profiles? I have been in the shoes of the.....
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What the Advisor Said......What the Client Heard from 2007-05-08T00:52
Communication is a significant theme in Financial DNA and one that I am often asked to talk about. Certainly, it is a foundational starting point in all of our work with advisors and clients. How...
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Accelerate Goal Setting - Planning To Get Where You Want To Go from 2007-02-04T23:59:13
January is traditionally a time to decide on a New Year resolution and then for most people, within a few weeks, to break it! Some manage to stay the course and succeed but most would agree that......
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Living Your Values - Financial DNA Whitepaper from 2006-10-30T22:33:59
In order to understand where you are going (in life and financially), you first need to understand who you are. And in order to understand who you are, you need to understand where you came from......
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Financial DNA Whitepaper - Uncover Your Passion for a Quality Life from 2006-09-29T01:09:40
No one can deny the power of someone being passionate about something. We have all witnessed the all-consuming, potentially irrational attitude that is associated with a person pursuing their...
Financial DNA White Paper - Accelerate Your Quality Life from 2006-09-05T23:11:56
Where is your life going well now? Are your business and family relationships aligned? What is the purpose for your life? Are you making committed decisions? How do you want to be remembered?...
Financial DNA White Paper - Accelerate Your Communication from 2006-08-24T00:06:20
This podcast will address how enhancing your communication is foundational to making more optimal decisions and enhancing the quality of your relationships and your overall life. We naturally...<...
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Financial DNA White Paper - Accelerate Your Trust for Great Relationships from 2006-08-13T23:36:51
This podcast will address how building trust in your self is foundational to the quality of your relationships and your overall life, and then five key trust building steps that you can adopt.
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Financial DNA White Paper: Accelerate Your Risk Profile Discovery from 2006-07-20T14:40:40
This podcast will address a new framework for uncovering your risk profile which involves starting with your natural hard-wired behavior and then examining the impact of a wide range of influences....
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Financial DNA White Paper - Accelerate Your Life Purpose from 2006-07-16T20:35:42
The podcast will address the importance of knowing your life purpose for setting goals that you can be committed to, and an easy 5 step process for discovering your life purpose.
Your fina...
Financial DNA Introduction by Hugh Massie from 2006-07-10T01:17:48
Hugh Massie talks about Financial DNA - learn to understand your unique financial personality and how this can enhance your Quality Life.
Your financial future may depend as much on your p...