FINANCIAL PERSONALITY INSIGHTS EMPOWERING ADVISORS TO GUIDE CLIENTS TO ACHIEVE THEIR QUALITY LIFE
Explore the platform that has enhanced
relationships An estimate based on the number of people that have used DNA Behavior tools to enhance the relationships with their workplace team or clients. worldwide.
Know your clients
Engage your clients
Grow your clients
WHAT IS THE FINANCIAL DNA PLATFORM?
Start with our 10-minute, 46-question assessment to experience it for
yourself
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
INTERESTED IN GROWING A BEHAVIORALLY SMART FINANCIAL FIRM?
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Identifying your Financial DNA is the first step to getting started.
