Wealth Mentoring

Our Behaviorally Intelligent Wealth Mentoring Solution

Thank you for your interest in our Financial DNA Wealth Mentoring Solution. So that you can learn more about how to “Know, Engage and Grow” every client using our behavioral technology platform, we have provided the following introductory resources:

VIDEO

Introduction to Wealth Mentoring

PRESENTATION

Becoming A Certified Wealth Mentor

BROCHURE

Match advisory teams, clients, goals, and solutions

WEBINAR

The Certified Wealth Mentor Experience

Financial DNA Discovery Trial.

To start learning more about your unique financial personality and the power of these insights for serving clients, please register below:

Explore the platform that has enhanced

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relationships An estimate based on the number of people that have used DNA Behavior tools to enhance the relationships with their workplace team or clients. worldwide.

Building your network with Financial DNA

Training

To learn more about our training programs, please click here:

Training

DNA Technology System

To learn more about the functionality and power of our DNA Administration System, please click on the video here:

Video

Additional DNA Resources

Three packages to Know, Engage, and Grow every client with Financial DNA.

Introductory Package
$135
per month / per advisor
Advisors wishing to identify the behavioral style and risk profile of clients.
Start Free Trial

Behavioral Finance Package
$290
per month / per advisor
Advisory office wishing to holistically identify the communication style, risk profile, and behavioral biases of clients.
Start Free Trial

Certified Wealth Mentoring Package
$370
per month / per advisor
Established practice looking to expand fee-only offerings to clients and provide holistic financial and life planning advice.
Start Free Trial