Practice Management

Our Behaviorally Intelligent Practice Management Solution

Thank you for your interest in our Business DNA Practice Management Solution. So that you can learn more about how to “Know, Engage and Grow” every team member using our behavioral technology platform, we have provided the following introductory resources:

Financial DNA Trial

Learn more about your unique financial personality and the power of these insights for serving clients.

Try Financial DNA for Free

Explore the platform that has enhanced

24420076

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.

Building your network with Financial DNA

Training

To learn more about our training programs, please click here:

Training

DNA Technology System

To learn more about the functionality and power of our DNA Administration System, please click on the video here:

Video

Additional DNA Resources

We use cookies to make interactions with our websites and services easy and meaningful. You can read more about our privacy policy and cookie use here. By continuing to use this site you are giving us your consent to do this.

Our Behaviorally Intelligent Practice Management Solution

VIDEO

PRESENTATION

BROCHURE

WEBINAR

Financial DNA Trial

Learn more about your unique financial personality and the power of these insights for serving clients.

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.

Training

To learn more about our training programs, please click here:

DNA Technology System

To learn more about the functionality and power of our DNA Administration System, please click on the video here:

Additional DNA Resources

Compliance

Whitepaper

Validation information

Experiential Videos

Podcast – Behaviorally Smart Money

Educational Webinars

Blogs & Articles

Let’s connect

Let’s Explore

Let’s meet