The links below contain articles written by advisors and/or journalists that are independent of Financial DNA. They provide an objective assessment of the tools and services that we offer.

The Tao of Risk and Client Acquisition: Is Financial DNA Your New Secret Weapon?
January 26, 2017 – by Craig Iskowitz

Behavioralizing Advisors & Financial Planning
January 6, 2017 – by Bill Hortz

Improve Team Communication & End Gossip
Winter, 2016 – by Gigi Verrey

Advisors Urged To Prevent Clients From ‘Wrecking Themselves’
October 25, 2016 – by Greg Bresiger

Finance In Focus: What Is Behavioral Finance?
July 7, 2016 – by IBM Analytics

Digital Expectations and the Wealth Management Experience
July 1, 2016 – by FA Staff

Understanding You… Before the Numbers
May 10, 2016 – by Rick Helbing

Being grateful can enhance employee productivity
Feb 1, 2016 – by STUART R. LEVINE

Financial Advisors: Why You Should Know Your Clients Better Than They Know Themselves
April 26, 2016 – by Hugh Massie

Bright Ideas from the SOA Investment Meeting
Retirement Income Journal, March 24th, 2016 by Kerry Pechter

Using Psychological Profiling Tools To Better Communicate With Clients
Nerd’s Eye View Kitces, March 10, 2016 by Michael Kitces

4 Financial Personalities and How to Work With Them
ThinkAdvisor, February 19, 2016 by Emily Zulz

Fidelitys Tech Guru Predicts FAs Will Become Life Counselors
Financial Advisor IQ, January 8,2016 by Alex Padalka

Henry Rischitelli of Next Marketing and Hugh Massie of DNA Behavior International
CEO Exclusive Radio, December 1, 2015 by Angi Shields

Portfolios on Autopilot
Personal Finance Newsletter, September 23, 2015 by Marla Brill

Grasping Client Personalities When Volatility Hits
The Wallstreet Journal June 8, 2015 by Daisy Maxey

What Kind of Investor Are You? [Article] [Full Issue]
Investing Daily Personal Finance Vol. XLII, No. 9? May 13, 2015 By Robert Frick

DNA Behavior Unveils Financial DNA Market MoodTM
The Financial Service industry’s first behavioral finance solution triggered by the market’s real-time movements
Media Kit: [PDF] [Image 1] [Image 2]

Communication Dynamics by Deena Katz
September 2, 2014 – by Deena Katz

Poor financial advice is often underpinned by bad risk profiling
ProfessionalPlanner.com.au (Featured Post), November, 12 2014 – by Glenn Freeman

What Drives Your Financial Decisions?
Suncoast Advisory, February 2013 – by Rick Helbing

Advisers Probe Clients Financial Personalities
The Wall Street Journal, January 2013 – by Thomas Coyle

Mapping the Client Genome
AdvisorOne, March 2012 – by Savita Iyer-Ahrestani

Confidence and Client Engagement: Keys to Advisor Success
Financial Planning Magazine, November 2010 – by Ruthie Ackerman

Wealth Management Psych Out
Financial Planning magazine, September 2010 – by Donna Mitchell

The Real Scam is the Risk of Taking Advice
Financial Times, February 2009

Risky Business
The Investor, September 2008

The Right Partner for Your Financial Needs
Forbes, Colorado Women in Business (Kathleen Lenover), July 2008

Passing It On From Inside Out
Journal of Practical Estate Planning, July 2008

The DNA of Wealth
AIG Financial Advisors, Inc. (Profile on Kathleen Lenover), April 2008

Really, Really Personal Financial Planning
Financial Advisor Magazine, March 2008 – by Andrew Gluck

Financial DNA
Virtual Office News, June 2006 – by David Drucker.pd

5 Questions: Hugh Massie
Financial Planning and Source Media, May 2006 – by Marshall Eckblad

Roots of Behavior
InsideInfo, December 2005 – by Bob Veres

How to Stop Investors Behaving Badly
AFR

Character Building
Asset Magazine, October 2007 – by Matthew Smith