Behavioral Intelligence for Advisors:
For the first time, advisors can predict the Market Mood of clients in times of volatility and have at their finger tips the customized communication keys and instructions for proactively taking action.
To Get Started, Complete the Financial DNA Trial for Advisors.
» Communication and Learning Styles
» Behavioral Finance Insights and Risk Tolerance
» Setting Goals and Life Purpose
DNA Behavior Thought Leadership Blog
Market Mood™ Dashboard
» How Can You Use Financial DNA?
Get a snapshot of how advisors are using Financial DNA to become behaviorally smart.
» The Platinum Standard for Discovery
Learn more about the reliability and validity of our platinum standard assessment methodology for financial personality discovery.
» Select the Solution for You
Learn about the different Financial DNA solutions and select the right one for you.
» Measuring the Benefits of Implementation
Learn about the financial and non-financial benefits of our proven Financial DNA methodology.
» What Advisors Are Saying
Advisors from all over the worldare becoming raving advocates for Financial DNA. Why?
» The Financial DNA Difference
Discover what makes Financial DNAa uniquely powerful approach forfinancial planning.