Discover What Others are Missing…

Applying behavioral analysis to high-value decision-making
Based on techniques developed in the Central Intelligence Agency (CIA), BIA’s Tactical Behavioral Analysis (TBA™) methodology provides meaningful behavior-based insights to institutional investors. By adapting and applying this methodology, originally developed for the national intelligence community, BIA solutions inform high-value decision making through professional development, coaching, advisory and investment diligence services.
BI Advisor

BIA’s proprietary TBA methodology incorporates the psychology of how people disclose information. Applying the BIA methodology enables you to formulate more strategic questions and ask questions in unpredictable and non-confrontational ways to avoid repetitive and rehearsed answers. The results are a clearer understanding of management’s true level of confidence to close information gaps.

Business Intelligence Advisors applies a methodical approach to acquiring knowledge about investment decisions. Learn more about a company’s executive team, reputation, litigation and other key operating attributes through both open and primary research from unique, unpaid sources.

BIA looks at management disclosures through a different lens, using behavioral analysis to yield new insight into management’s level of conviction and concerns on a range of topics. You can then make more informed decisions based on the BIA assessment of the completeness and responsiveness of management statements.

BIA’s proprietary TBA methodology incorporates the psychology of how people disclose information. Applying the BIA methodology enables you to formulate more strategic questions and ask questions in unpredictable and non-confrontational ways to avoid repetitive and rehearsed answers. The results are a clearer understanding of management’s true level of confidence to close information gaps.

Business Intelligence Advisors applies a methodical approach to acquiring knowledge about investment decisions. Learn more about a company’s executive team, reputation, litigation and other key operating attributes through both open and primary research from unique, unpaid sources.

BIA looks at management disclosures through a different lens, using behavioral analysis to yield new insight into management’s level of conviction and concerns on a range of topics. You can then make more informed decisions based on the BIA assessment of the completeness and responsiveness of management statements.

BIA's Tactical Behavior Assessment Overview
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Behavioral Analysis – A Quick Overview

Behavioral analysis attempts to understand, explain, describe and predict what people do and say. BIA’s approach to behavioral analysis relies on a strict analysis, based on a proprietary methodology. These behaviors are gender, cultural and language neutral.
BI Advisors Between the Lines

No Regrets? No Apologies!

March 2024 When it comes to apologies, the key to success is sincerity… and some CEOs have a lot to learn. In March, we took advantage of the break in our typical review of corporate earning calls to look at two CEO apologies from the January 31, 2024 Senate hearings on child online safety. While the intent is not to pick on either Meta CEO Mark Zuckerberg or Snap CEO Evan Speigel, we thought their apologies provided good behavioral examples and a reminder that the words said do not always reflect the full message provided. In addition, we also took a look at apologies from Ying Liu, Tim Anderson and Princess Catherine.

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2023 Wall Street Analyst All Stars: Even the Best Can Be Better at Asking Questions

December 2023 As we enjoy the 2023 holiday season and begin wrapping up the year, we take a moment to look back and examine some of the questions asked by Wall Street’s top-rated analysts during recent quarterly earnings calls. What we find is that even the best analysts don’t always ask the best questions, and we believe they could be even better by leveraging our strategic interviewing expertise.

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Behavior Analysis & Strategic Interviewing Courses

Behavior Analysis & Strategic Interviewing Courses

Verbal Judo – Black Belt Interviewing for Investors
Verbal Judo introduces techniques using the psychology of deception to overcome management’s resistance to providing responsive information, and helps participants improve their skill in asking follow-up questions.
Advanced Course
Discover What Others Are Missing in Earnings Calls
Designed to reinforce the TBA methodology you learned in the Strategic Information Collection foundational training while introducing you to BIA’s COMPASS methodology (Comprehensive Analysis of Source Statements) to draw deeper conclusions from management’s highly scripted opening statements in earnings calls.
Advanced Course
Checkmate: The Advanced Art of Asking Questions
A hands-on workshop designed to take question formulation skills to the next level.
Advanced Course
Effective Interviewing in Asia
Experts with years of experience in international interviewing share techniques for maximizing the effectiveness of interviews in Asia. Participants will learn how cultural differences must be considered in developing effective question strategies and techniques to facilitate disclosure.
Advanced Course