Human Behavior Advisor, Client Experience Specialist, Human Capital Management
Peggy (Spilker) Mengel is an accomplished sales executive for over 25 years with comprehensive experience in the RIA, Broker/Dealer, and Financial Institution Investment distribution marketplace developing and maintaining client relationships for sustained business performance and sales success.
Specializing in Financial Services Firms, Peggy puts behavioral intelligence at the fingertips of it’s leaders, sales teams, advisors, customer service and operations teams to help them navigate the human differences to unlock performance potential.
Peggy provides consulting and coaching in the areas of:
• Customer Experience Management
As an outgoing professional that creates targeted results through creative solutions, Peggy's success is attributed to refined skills in communication, relationship building, strategic planning, and creating confidence, enthusiasm and motivation to accomplish goals.
Throughout her career, one of Peggy's driving principles is to "understand people before numbers." It is this philosophy that ignites her passion to help develop behaviorally smart leaders, sales and service people that create unique client experiences.
Peggy Mengel's Performance Environment Keys
Peggy received her Bachelors Degree in Management from the University of Illinois and has completed extensive courses in Presentation Skills. She received her formal coaching education from Coach U and keeps her skills fresh by attending a variety of education classes and special interest groups. Peggy is a member of the Financial Planning Association and is actively involved in Mentiuum, a mentoring program for businesswomen. She has held the National Association of Securities Dealers Series 7, 63 and 24 Licenses.
DNA Behavior News & Research
- Work on Managing What You Can Control
- How Advisors Should Interact with Baby Boomers in the Pre-Retirement Phase
- Is it Time to Change the Sales Approach?
- Behaviorally Smart Advisors Use Technology to Enhance the Client Experience
- A Behavioral Finance Approach adds Alpha to Client Portfolios
- Are Clients Innately Loyal?
- The Cat’s Butler
Peggy Mengel - Vice President, Human Behavior Solutions Advisor