Enhance Relationships... Unlock Human Potential... Customize Experiences... Make the Right Choices...
We help grow behaviorally smart advisors to increase competitive advantage using the most reliable psychometric assessment systems on cutting edge technology platforms. Our Financial Personality Management Solutions powered by the Financial DNA Discovery Process are used by financial advisors with clients for providing customized life long experiences, helping them achieve their Quality Life goals and navigating all dimensions of financial personality risks and biases that impact life, financial and investment decision-making; removing their personal bias in solutions offered and choosing the ideal clients.
The primary problem for advisors is navigating the human differences between their team and the client. How are you navigating the different behavioral styles and emotions of your clients?
Independent research shows that the behavioral management of clients is 93.6% of financial planning. The Financial DNA solutions and training equip financial advisors and their teams to act as the "behavioral guide" in navigating the human differences in their business by discovering and aligning the different communication styles, behaviors and solution preferences for clients of all ages, cultures and levels of wealth. To learn more about the holistic behavioral model that we offer, watch this video.
DNA Behavior News & Research
- 5 Keys to Behaviorally Smart Hiring: Don’t rely solely on resume, concentrate on who the person is
- The Three Hidden Fears of Clients
- Manage the Stress-related Financial Risks of Your Clients
- Behavioral Approach to Hiring Trap: The Dangers of Hiring Yourself
- 5 Ways to Leverage Customer Touchpoints to Build Business
Why Financial DNA?