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The Financial DNA Discovery questionnaire predicts how clients will react when under stress.
In short, we are predicting how clients behave when making decisions under the pressure of shifts in the market, or when major life and financial events take place.
Clients are presented with 46 Forced Choice questions, answering them as to how they define themselves. Each question has three items where clients are required to choose one option that indicates how they MOST naturally like to operate and choose one option that indicates how they LEAST naturally like to operate. Forcing clients to choose between options in this way gives Financial DNA a major advantage against our competitors in accurately and reliably predicting a client’s financial personality.