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Join DNA Behavior's worldwide behavioral management revolution for enhancing Advisor-Client relationships and unlocking human potential.

Communication and Learning Styles

Behavioral Finance Insights and Risk Tolerance

Setting  Goals and Life Purpose

Behavioral IPS





Welcome Video from Hugh Massie

Enhance Advisor-Client Relationship

 

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Our proven behaviorally smart approach to "Know, Engage and Grow" Your Diverse Clients will unlock the growth of your advisory business.

To Get Started, Complete the Financial DNA Trial for Advisors. You will learn how to more quickly and reliably remove the guesswork from discovering your clients' financial personality for managing behavior to build enhanced relationships and unlock human potential.




Financial DNA Solutions


» How Can You Use
Financial DNA?

Get a snapshot of how advisors
are using Financial DNA to become
behaviorally smart.


» The Platinum Standard
for Discovery

Learn more about the reliability
and validity of our platinum standard
assessment methodology for financial
personality discovery.
.


» Select the Solution
for You

Learn about the different Financial
DNA solutions and select the right
one for you.


» Measuring the Benefits of
Implementation

Learn about the financial and
non-financial benefits of our proven
Financial DNA methodology.


» What Advisors Are
Saying

Advisors from all over the world
are becoming raving advocates
for Financial DNA. Why?


» The Financial DNA
Difference

Discover what makes Financial DNA
a uniquely powerful approach for
financial planning.

Financial DNA Solutions