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.
Independent research shows the Financial DNA behaviorally intelligent wealth management mentoring solutions lead to:
Preventing 60% of the engagement black hole in advisor and client interactions
Over 23% revenue growth from increased referrals, retention, and share of wallet
150 bps points of client value from behavioral coaching and wealth mentoring
Increasing the suitability of client solutions offered to 99.75%
WHAT IS THE FINANCIAL DNA PLATFORM?
The World’s Only All-In-One Behavioral Finance System To Know, Engage, And Grow Every Wealth Mentor, Advisor, And Client Using All Dimensions Of A Person’s Financial Personality
Start with a 10-minute, 46-question commitment which reliably reveals the core of a person’s financial personality.
Why do firms use Financial DNA?
Financial DNA helps advisors use independently validated behavioral data to transform their role to the Wealth Mentor by:
- Putting their clients at the center of the financial planning process.
- Matching their advisory teams, clients, goals and solutions.
- Using customized communication at all stages of the client lifecycle.
- Building tailored portfolios.
- Behaviorally managing client emotions.
- Enhancing compliance and reducing complaints.
We’ve made financial personality a reality in 123 countries by solving communication, goal-setting and investing challenges.
What Behaviorally Smart Financial Leaders 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?
Have a Question?
Get an immediate answer.
Speak with a consultant.
Wish to chat with us?
Chat with a member of our team to get pointed in the right direction.
Ready to start?
Identifying your Financial DNA is the first step to getting started.
