Description (hover over descriptions below for more detail)
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Financial Behavior Starter Package
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Financial Planning Intro Package
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FDNA Behavioral Finance Package
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Your Financial Behavior Report
Financial Behavior Report (1 page) to provide a snapshot of the participant’s overall Financial DNA style, top 2 behavioral biases, 3 communication keys for plan adoption, and 5 financial decision-making behaviors (risk behavior, relationship management – advisor interaction, financial planning management – spending and saving, wealth creation motivation – goal setting, and financial emotional intelligence – emotional impulses and rationality).
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Financial Behavior Comparison Report
Provides key insights into how you can build a sound relationship together. Compare either a client to the advisor or two clients together to see how your naturally different or similar approaches to financial planning and management will affect how you work together or make decisions together.
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Client Market Mood Dashboard
Real-time Client behavioral management tool featuring both a client and a firm dashboard view. Advisors see a list of clients, prioritized based on level of reaction to different market events and customized action steps for each. Clients can receive regular check-ups as to how the market may be affecting their mood, and how they can manage their response vs. the long term goals they’ve set. This is a key tool for compliance groups and firm leadership to measure the entire firm and retain clients in volatile markets.
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FDNA Summary Report
Closes the gap between a client’s true financial behavior and the rationality required for the advisor to effectively manage financial and investment planning.
This 5-page report provides the following:
a. Top 2 Behavioral Biases influencing investment decision-making.
b. Financial decision-making strengths and struggles.
c. 10 Quality Life attitudes for setting goals
d. 13 behavioral insights identifying approach to the financial planning process
e. Natural Behavior risk and investment portfolio grouping
f. Matching clients and advisors relationship styles
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Financial Talent DNA Report
Identifies and measures the client’s natural approach to the financial planning process so that a customized experience can be delivered, including, how they:
Set the Agenda
Build Relationships
Achieve Results
Risk Propensity
Risk Tolerance
Setting Goals
Pursuing Goals
Comfort with Change
New Idea Drive
Financial Organization
Need for Information
Spender and Saving
Need for Control.
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Financial Talent DNA Comparison Report
Provides key insights into how you can build a sound relationship together. Compare either a client to the advisor or two clients together to see how your naturally different or similar approaches to financial planning and management will affect how you work together or make decisions together.
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| Custodian Integrations |
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Coaching Session(s) – within the first 90 days of purchase. After the initial session/period, each additional session is 45-minutes at $250 each.
Personalized 1:1 support for interpretation and implementation assistance – one (1) thirty-minute private session, to be used in the first 90 days of enrollment.
| One (1) complimentary 30-minute session |
One (1) complimentary 30-minute session
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Two (2) complimentary 30-minute sessions
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| Remote Training Program | | 8-week Hybrid Self-study and Online Program $1,499 per person | 8-week Hybrid Self-study and Online Program $1,499 per person |
Classroom Training
(typically offered in Atlanta, GA) | | 2-Day Financial DNA Advisor Training Class @ $2,999 | 2-Day Financial DNA Advisor Training Class @ $2,999 |
DNA System Technical Support
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Email & Web Chat
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Email & Web Chat
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Email, Web Chat, and Phone
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