Why Financial DNA?

Enhance Relationships... Unlock Human Potential... Customize Experiences... Make the Right Choices...

DNA Behavior International
was established in 2001 to lead the behavioral management revolution worldwide in financial planning for enhancing relationships and unlocking human potential. Our belief is that “Behavior Drives Financial Planning Performance™”.

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.

behaviorally smart, financial behavior, risk tolerance, financial planning technology

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.

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The Vision and Outcome of DNA Behavior


Financial DNA Solutions

» How Can You Use
Financial DNA?

Get a snapshot of how advisors
are using Financial DNA to become
behaviorally smart.

» The Platinum Standard
for Discovery

Learn more about the reliability
and validity of our platinum standard
assessment methodology for financial
personality discovery.

» Select the Solution
for You

Learn about the different Financial
DNA solutions and select the right
one for you.

» Measuring the Benefits of

Learn about the financial and
non-financial benefits of our proven
Financial DNA methodology.

» What Advisors Are

Advisors from all over the world
are becoming raving advocates
for Financial DNA. Why?

» The Financial DNA

Discover what makes Financial DNA
a uniquely powerful approach for
financial planning.

Financial DNA Solutions