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

Behavioral IPS

The Game Changer for Behavioral Finance

Market Mood™ Dashboard

Financial DNA Solutions

» 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

Learn about the financial and
non-financial benefits of our proven
Financial DNA methodology.

» What Advisors Are

Advisors from all over the world
are becoming raving advocates
for Financial DNA. Why?

» The Financial DNA

Discover what makes Financial DNA
a uniquely powerful approach for
financial planning.

Financial DNA Solutions

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