Certified Wealth Mentoring

Our Behaviorally Intelligent Certified Wealth Mentoring Solution

Thank you for your interest in our Financial DNA Certified Wealth Mentoring Solution. So that you can learn more about how to “Know, Engage and Grow” every client using our behavioral technology platform, we have provided the following introductory resources:

Goals-Based Planning

Quality Life

Advisor Performance

Compliance Management

Family Continuity

PRACTICE MANAGEMENT

NATURAL BEHAVIOR

LEARNED BEHAVIOR

COMMUNICATION DNA

Click Here for Certified Wealth Mentor Pricing

Financial DNA Discovery Trial.

To start learning more about your unique financial personality and the power of these insights for serving clients, please register below:

Explore the platform that has enhanced

22141981

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 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%

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.

Try Financial DNA for Free

Three Wealth Mentor Training Packages to Know, Engage, and Grow every client with Financial DNA.

Click Here for Certified Wealth Mentor Pricing

Our Behaviorally Intelligent Certified Wealth Mentoring Solution

Goals-Based Planning

Quality Life

Advisor Performance

Compliance Management

Family Continuity

PRACTICE MANAGEMENT

NATURAL BEHAVIOR

LEARNED BEHAVIOR

COMMUNICATION DNA

VIDEO

PRESENTATION

BROCHURE

WEBINAR