DNA Financial Planning Performance Services

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DNA Behavior News & Research

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April 2012: Financial DNA Provides “All-In-One” Financial Personality Reporting to include Natural Risk Behaviorread more
4-11-2012: Management Principle: Conflict The most debilitating of all sicknesses is when intra-company relationships turn sour.read more
4-10-2012: All I Said Was... In the business world, communication style has a direct impact on behavior and in turn performance.read more
4-5-2012: Mimicking Customer Communication Style Increases Sales 17% Can having a similar communication style to your prospect increase your chances to convert them to a client?read more

Communication Style, Quality Life Goals, Life Purpose, Financial Personality, Risk Tolerance, Investment Policy Statement, Advisor-Client Matching

In order to make the Financial Planning Performance Process more meaningful and focused on specific outcomes we have developed the following DNA Financial Planning Performance facilitation services which are facilitated by advisors who are our Certified Wealth Mentors. Each of these Facilitation Services is designed to help you more confidently make the right choices to improve your Financial Planning Performance. These facilitation services include a combination of the 3 DNA Behavior Discovery Processes, application tools and facilitation to address the 6 Pillars of DNA Financial Planning Performance. Click on the links below to select the facilitation service that you would like to purchase.

Financial Planning Performance

DNA Quality Life Performance Facilitation

DNA Financial Performance Facilitation

DNA Comprehensive Wealth Mentoring

Our additional DNA Behavior Services available for purchase are:

Communication DNA Discovery

Quality Life Discovery

Financial Personality Discovery

Financial DNA Advisor Services

Financial DNA Books

Financial DNA Resources