WHAT IS THE FINANCIAL DNA TECH PLATFORM?
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Why implement Financial DNA solutions?
- Unparalleled depth and reliability of psychometric validation for 64 core natural behavior traits to identify a client’s unique financial personality
- Separate measurement of a client’s communication style, spending and goal-setting behaviors, risk profile and behavioral biases
- Unique process for matching advisors, clients, and solutions using our extensive behavioral finance data
- Comprehensive wealth mentoring system to help advisors guide their clients in making life and financial decisions
- Digital solutions for practical and scalable delivery across a firm’s whole client base
What Behaviorally Smart Financial Advisors Are Saying About Financial DNA
“DNA Behavior’s tools helped us close a $350k engagement by using the Financial DNA suggested guidance with a prospect.”
– David Hughes, Managing Partner Peachtree Financial Group
“Financial DNA truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the family.”
– Thane Stenner, Director, StennerZohny Investment Partners+
“Since integrating Financial DNA, our client meetings have become more productive as we fine tune each meeting to the client’s communication preferences.”
– Frank Danielson, Senior Financial Planner, Danielson Group Wealth Management Assante, Vancouver, Canada
“Financial DNA provides a powerful framework to help advisors build a deep relationship with their clients.”
– Deena Katz, Associate Professor at Texas Tech University
FINANCIAL PERSONALITY INSIGHTS EMPOWERING ADVISORS TO GUIDE CLIENTS TO ACHIEVE THEIR QUALITY LIFE GOALS
INTERESTED IN GROWING A BEHAVIORALLY SMART FINANCIAL FIRM?
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