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 using our behavioral finance data and technology solutions leads to:
Closing the 60% engagement black hole caused by the relationship gaps in advisor and client interactions given behavioral differences cause advisors to only effectively communicate with 40% of their clients
Increasing the suitability of client solutions offered to 99.75% given observations and fact-finding are only 40% accurate in identifying a client’s risk profile
Helping clients achieve their goals through management of their spending behaviors and mitigation of the behavioral biases which cost them a portfolio loss of 7.45% per year
Improved advisor productivity by up to 40% and increased revenue of over 23% a year
Identifying the 5% of advisors who are potentially rogue, costing 5% of revenue in losses per year
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 Key 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 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
We’ve made financial personality discovery a reality in 123 countries by solving communication, goal-setting and investing challenges.
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?
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.
