Behavioral finance insights for guiding advisors and investors to make smart decisions
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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.
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