What is the Financial DNA platform?

Research shows that 93.6% of an advisor’s role is the behavioral management of clients.

The World’s Only All-in-One Behavioral Finance Platform

A 20-minute, 46-question commitment reveals a client’s complete financial personality.
Relaxed client meeting

How does it work?

1. A 20-minute time commitment

Identify the complete financial personality of your client in 1 simple, web-based questionnaire.

2. Immediate results

Financial DNA's behavioral finance platform provides a client's communication style, behavioral biases, and risk profile.

3. Identify the best client fit

Advisors naturally engage only 40% of clients. Behavioral finance closes the "Relationship Gap" with the remaining 60% to identify the best opportunities.

4. Training and support every step of the way

In guiding our vision, all Financial DNA Packages include help to onboard, support, and train advisors.

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Why do financial planning firms use Financial DNA?

Clients want more frequent, meaningful and personalized communications.
Eighty-nine percent of investors prefer that the advisor initiate contact with them.

Immediately elevate your communication skills. Financial DNA provides action items, scripts, and meeting guides to communicate to clients like you have known them for years.

Who is using it?

Testimonial from David Hughes

“DNA Behavior’s tools helped us close a $350k engagement by using the Communication DNA suggested guidance with a prospect.”

– David Hughes, Managing Partner Peachtree Financial Group

Testimonial from David Hughes
Testimonial from Thanes Stenner

“Financial DNA 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.”

– Thane Stenner, Director, StennerZohny Investment Partners+

Testimonial from Thanes Stenner
Testimonial from Frank Danielson

“Since integrating Financial DNA, our client meetings have become more productive as we fine tune each meeting to the client’s communication preferences.”

– Frank Danielson, Senior Financial Planner, Danielson Group Wealth Management Assante, Vancouver, Canada

Testimonial from Frank Danielson
Testimonial from Deena Katz

“Financial DNA provides a powerful framework to help advisors build a deep relationship with their clients.”

– Deena Katz, Associate Professor at Texas Tech University

Testimonial from Deena Katz

Interested in behavioral finance?

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