Your Instincts, Your Money, and Your Team With Dana Anspach

Your Instincts, Your Money, and Your Team With Dana Anspach

Chapters:
00:00:00 - Introduction to the Powered by Instinct Podcast
00:02:55 - Understanding and Utilizing Conative Strengths
00:05:59 - Understanding Personal Strengths in Business
00:08:56 - The Value of Understanding Personalized Work Style
00:11:49 - The Value of Adaptability in a Job
00:14:52 - Appreciating Different Approaches
00:17:56 - Recognizing and Respecting Others' Talents
00:20:53 - Appreciating and Valuing Diversity in Skills and Talents
00:23:57 - The Impact of Father's Financial Nature and Assessments in Financial Planning
00:26:55 - The Importance of Kolbe Certification™
00:29:46 - Philosophy for Retirement Planning
00:32:46 - Asset Liability Matching and Managing Risk


On the latest installment of the Powered by Instinct Podcast, Kolbe Corp CEO David Kolbe talked with Dana Anspach about what it means to trust your gut in the high-stakes world of finance. Dana is a Kolbe certified™ Consultant and the founder and CEO of Sensible Money, a financial planning firm that regularly uses Kolbe theory to cater to their clients’ instinctive needs. Understanding those needs allows Dana and her team to present and share information in the best possible way for each client, while also better understanding and anticipating client questions and reactions.

David and Dana also discuss the impact Kolbe has had on her professional life, why Kolbe is the only assessment she uses with clients and with new and existing employees, and how taking the assessment helped her grow as a leader.

https://poweredbyinstinct.com/episode/your-instinctive-strengths-your-money-and-your-team-with-dana-anspach