The purpose of our Advisor Training Programs is to help advisors "Know, Engage and Grow" every client to provide them with a customized life long financial planning experience for building Financial Planning Performance. We have three key training programs available for financial advisors, based on the advisor's goals for using the DNA Discovery Processes with their clients.

1. DNA Relationship Performance Training (using the Communication DNA Report)
For advisors who are interested in increasing engagement, tailoring communication and building relationships with clients.

This 1.5 hour webinar is the first step to launching DNA Relationship Performance in your practice. The cost of this training is $150 per person. The objective of the DNA Relationship Performance training program is to provide you with insights on each of the 4 Primary Communication DNA Styles so that you can uncover your client's natural preferences for how they wish to be communicated with. This is powerful information for you to know in building a relationship with them based on greater trust and knowing what is important to them.

You will also learn how to use the Communication DNA Enterprise Reports to customize the client experience. These reports include the Customized Workflow Report, Client Service Report and Client Segmentation Report.

Please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it to register for the DNA Relationship Performance Training.

2. Financial Planning Performance Introduction Training (using the Financial DNA Natural Behavior Summary Report)
For advisors who are interested in integrating behavioral insights in commencing the financial planning process.

As an introduction to Financial Planning Performance we provide a webinar as a first step to launching the DNA Discovery Processes in your practice. This training is for 2 hours in duration and the cost is $200 per person.

The objective of the Financial Planning Performance Introduction Training is to provide you with the initial capability and confidence to interpret the 2 page Financial DNA Natural Behavior Summary Report and facilitate the report with clients for financial planning discovery. The benefit will be that you will gain enhanced insights into client life and financial behavior which will help you build a more robust plan and also increase your own self-awareness.

The insights provided in this report cover each dimension of our DNA Solutions for Financial Planning: Relationship Performance, Quality Life Performance and Financial Performance.

Please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it to register for the DNA Relationship Performance Training.

3. Financial DNA Certified Wealth Mentor Training (using the complete suite of Financial DNA Discovery Process)
For advisors who are interested in providing a deeper, enhanced financial planning experience.

Your effectiveness in using the DNA Behavior Discovery Processes will be enhanced if you participate in our Certified Wealth Mentor Training Program. This is a comprehensive program designed for advisors with established practices who are serious about taking the performance of their financial and wealth planning activities to another level.  this training is conducted in the classroom for 3 days and the cost is $3000 per person. Learn more about our Certified Wealth Mentor Training Program.

Also, you may download Certified Financial DNA Wealth Mentor Training brochure and Program outline.