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Getting Started with Financial DNA

A step-by-step approach to getting started with Financial DNA, once you have a subscription.

In our experience of onboarding top advisors across the world, we have curated these five steps to successfully onboarding with Financial DNA. After you have completed the five steps included in the START onboarding process, you then can learn how to facilitate effective meetings with clients using the SMART meeting method.

Jump Ahead to Learn SMART Meetings

Feature Overview:

Explore the features available in the Financial DNA packages. All packages include access to the Financial DNA investor experience, basic Financial DNA reports, and 1:1 onboard coaching. Upgrade opportunities are available for advanced reporting, the API, and Business DNA. Contact us for more information.

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Financial DNA Behavioral Finance Solution on Many Devices

5-Step START Process

Five Steps to Successful Onboarding with Financial DNA

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T START Process

The 5-Step START Process:

Set up your admin system by uploading your logo for co-branding

If you purchased Financial DNA through an enterprise, your account may have come pre-configured- if so, skip this step. If you purchased it on your own, you will need to apply your logo and a few basic settings to get started.

After signing up for a Financial DNA package, you will have the opportunity to customize your account by naming your Group and Co-branding the web-screens and reports with your logo. If you did not get an opportunity to do this, contact our support team, and we can provide you with your customized onboarding link.

Tailor your Financial DNA discovery invitations

You may have completed your own Financial DNA as a trial of the platform, but if you have not, the best way to learn about Financial DNA is to try it yourself, just like an investor would. (Try Financial DNA for free, here)

Once you have completed your own discovery, now is the time to invite others. Below are some simple introductions to Financial DNA that others have used in the past- make it your own by tailoring these invitations to meet your needs.

Create your own invitation with our sample text:

Hi [insert name],

I’m excited to be introducing a great new tool to my clients called Financial DNA. The tool will help me have better conversations and provides clients deep insights into how they make financial decisions. As I learn the new system, I would like to invite you to complete this discovery and then have a conversation to share your experience .

The discovery is a questionnaire that takes only 10-minutes for you to complete and is best to do when you are free from distraction. You can get started with the link below. Try not to overthink your responses; go with your first instinct and move quickly.

Thanks for your support; I look forward to speaking with you soon.

Financial DNA Link:
(Insert your Investor link – found on your Group Page, Note: it starts with investor.dnabehavior.com)

Looking to tailor your messages for clients? Explore more Financial DNA invite templates, here.

Ask 5 friends and family members to complete the discovery

The easiest way to learn how to use Financial DNA with clients is to invite 5 “friends and family” to complete their discoveries. Using Financial DNA will become intuitive for you to see how ‘real-life’ behaviors of people you know, translates to the DNA Reports.

In the previous step, we provided a sample text for you to use for the invitation. After your friends and family have completed their DNA, practice having client conversations using their results. This will help you get comfortable leading Behaviorally SMART conversations.

Review results of friends and family to start to connect DNA insights with how people behave in real life

Once you start to use Financial DNA with friends and family, you should have received completion alerts including their results and links to learn more. Did the results surprise you?

Financial DNA, groups people into 10 unique styles to easily segment investors and financial advisors. Explore the 10 unique styles below.

Talk to our trainer to get any questions answered as you start using DNA with your clients

Each Financial DNA package includes one free coaching session. Our team will email you an invite for this call.

In a coaching session, you will receive a one-on-one meeting with our coach. During this time, we will review the features in your package, answer your questions, and provide an opportunity for you to practice debriefing a client using our Behaviorally Smart Meeting approach.

Looking for more 1:1 coaching?
Additional sessions are available through the DNA Coach Network.

Are you ready to use Financial DNA with Clients?

Deliver SMART Meetings

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