Start a free trial

Start a Free Trial

The Financial DNA free trial, the behavioral finance platform used by financial advisors to discover the communication styles, behavioral biases, and risk profiles of clients.

With our free trial for advisors, you can experience how Financial DNA Natural Behavior Discovery works. Upon completion, you will immediately receive a digital copy of your Financial DNA Summary Report highlighting your core financial personality. We firmly believe in the open sharing of DNA styles to build trust and engagement. Click here to access our executive team’s DNA styles.

Additional reports are available during a live feedback session with our behavioral insights experts.

Sample Reports

Try The Financial DNA Free Trial

Know your client’s complete financial personality.
Engage clients with interactions catered to their communication style.
Grow client wealth, retention rate, and referrals.

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