Practice Management

What is Financial DNA’s Role in Practice Management?

Financial DNA was started to solve a practice management problem. When Hugh Massie started DNA, he was a financial advisor at the time and set out to understand why his clients and advice team acted differently and made unexpected decisions when they were under pressure. He wanted a way to predict these client behaviors in advance of experiencing them first-hand when the markets suddenly changed so that his team could better serve his clients. This curiosity led to his work in behavioral science and the development of the platform we operate today that measures over 200+ behavioral insights covering virtually every human habit: the way a person communicates, invests, works and lives.

When Financial Services teams start using Financial DNA, the first step is for each of their employees to measure their own unique DNA styles. Financial DNA is built on a scalable technology platform that measures all aspects of an individual’s behavioral style – transformative business and work talent reports are available in addition to the traditional financial behavior related report shared with investor clients.

Schedule a Free Consultation:

Meet with one of our experts to identify your practice management needs, or discuss how we can work with your business, schedule a 15-minute call with us.

Practice Management Team Performance Objectives

Common team performance objectives resolved with behavioral discovery:

  • Understanding why team members naturally do things differently
  • Hiring the right talent to perform in the team
  • Minimizing team stress
  • Managing team members uniquely and aligning them to a common goal
  • Identifying and unlocking the blockages to efficient execution
  • Building open communication within the team and allowing creative conflict
  • Building higher levels of team engagement leading to longer retention
  • Matching team and customers for improved service and retention

One platform to discover virtually every human habit of your employees and clients: the way a person communicates, invests, works, and lives.

Behavioral Finance Technology

The 6 Pillars of DNA Team Performance

  • Leader Review

    For the Leader to Understand their Natural Leadership Talents to Build a Healthy Team and Identify the Team Issues for Increasing Revenues

  • Team Member Review

    For Each Individual Team Member to Understand their Natural Talents for Performing their Role in the Team

  • Team Meeting

    A Team Meeting to Align the Team for Greater Productivity to Achieve Team Goals

  • Team Relationships

    Each Team Member to Learn How to Adapt their Communication to Engage and Interact With Others in the Team

  • Leader Coaching

    For the Leader to Lead from the Front and Coach, Each Team Member Based on their Unique Talents

  • Team Monitoring

    Quarterly Team Reviews to Monitor Team Performance and Health

Schedule a Free Consultation:

Meet with one of our experts to identify your practice management needs or discuss how we can work with your business, schedule a 15-minute call with us.