Financial DNA Advisor Services

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DNA Behavior News & Research

Featured
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

We have developed transformative training programs and consulting services that enable advisors and professionals to use the DNA Behavior Discovery Processes in their business for delivering a holistic client-centered financial planning service, and to build the "Ideal Advisory Practice". Our solutions will help you increase client engagement, translating to increased gross revenues of 20% per year and substantial productivity gains.

Understanding People Before Numbers

The DNA Behavior “Understanding People Before Numbers” approach helps:

Advisors and their businesses to comprehensively “know, engage and grow” their clients to provide them customized life long financial planning experiences for sustainable Financial Planning Performance.
Guide individuals and advisors to “know themselves” to engage and grow for more confidently making the right choices for building a Quality Life.

Certified Weatlh Mentor Program, Wealth Mentor Your Clients, Financial Advisor Services

By partnering with DNA Behavior you will be able to access and use a multi-dimensional online hub of human performance solutions using behavioral insights which address all stages of the financial planning process from:

1.    Engaging the client to build a relationship;
2.    Knowing the client to discover their Quality Life Goals and financial personality to make life, financial and investment decisions;
3.    Growing the client through on-going wealth mentoring at client reviews;
4.    In addition, we provide solutions for enhancing the Human Capital Management in your business.

Roll Out of Services for Financial Planning

Accessing Financial DNA Discovery for Financial Planning

We encourage you to include the Financial DNA Discovery Process in your financial planning process so that customized life long experiences can be provided to clients. Learn more about DNA Discovery.

If you would like pricing information, please contact us.

Knowing Yourself

Your success with incorporating DNA Behavior Discovery in your practice will be greatly enhanced if you have experienced the process yourself. Learn more and purchase our DNA Advisor Personal Insights Review service.

Advisor Training
To learn about our Advisor Training Programs, click here.

Human Capital Management in Your Business
To learn more about our solutions to improve the performance of your employees and team, click here.

The Ideal DNA Advisory Practice
To learn more about how to de-commoditize your practice and unlock business potential, click here.

Measuring the Benefits
To learn more about the quantitative and qualitative results you can achieve by implementing the DNA Financial Planning Solutions in your business, click here.