Join DNA Behavior's worldwide behavioral management revolution for enhancing Advisor-Client relationships and unlocking human potential.

Communication and Learning Styles

Behavioral Finance Insights and Risk Tolerance

Setting  Goals and Life Purpose

Behavioral IPS

Why Financial DNA? Welcome Video from Hugh Massie


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Join DNA Behavior’s Worldwide Behavioral Management Revolution for Enhancing
Advisor-Client Relationships and
Unlocking Human Potential

How DNA Behavior Helps
Financial Services Firms

Financial DNA Solutions, Family Behavior, Behavioral Finance, Advisor Performance

Become a Behaviorally Smart Advisor to
"Know, Engage and Grow" Your Clients

Multiple DNA Behavioral Management Solutions
for Advisors

Customer Centered, Human Behavior

93.6% of Financial Planning is
Behavioral Management

Advisor Performance Problem - Navigating the Human Differences

Customer Centered, Human Behavior

Behavioral Matching Closes
the Business Performance GapTM

Financial DNA® is a proprietary solution for comprehensively discovering all dimensions of a client's financial personality based on extensive behavioral finance research to manage decision-making for improving Financial Planning Performance.

Customer Centered, Human Behavior

Do You Need a Quicker and More Reliable Method to Predict How Your Clients Will React to Life and Market Events?

DNA Behavior Business Differentiation

Gains from Closing the
Behavioral Performance Gap

How Can DNA Behavior Help Your Firm?

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Our proven behaviorally smart approach to "Know, Engage and Grow" Your Diverse Clients will unlock the growth of your advisory business.

To Get Started, Complete the Financial DNA Trial for Advisors. You will learn how to more quickly and reliably remove the guesswork from discovering your clients' financial personality for managing behavior to build enhanced relationships and unlock human potential.

Communication DNA in the cloud, customer engagement, customer behavior in CRM

Financial DNA Talent Report, Personal Performance, financial planning, financial personality

Financial DNA, Quality Life, Financial Goals

Financial DNA, financial performance, behavioral investment portfolio, ips

Communication DNA

Financial DNA
Natural Behavior Discovery

Quality Life

Financial Personality


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