Financial Advisors use Financial DNA to provide Behaviorally Intelligent Advice

Your University has partnered with Financial DNA so that you can learn more about how to “Know, Engage and Grow” every client using our FinTech platform. To assist you in your learning, we have provided the following introductory resources:

  • Financial DNA Communication Styles for investor clients
  • Discovering your financial personality

  • Financial DNA Natural Behavior Decisions
  • Match advisory teams, clients, goals and solutions