Financial DNA - Human Behavior Solutions for Improving Financial Planning Performance

How are you navigating the different behavioral styles and emotions of your clients? Independent research shows that 93.6% of your role is managing client behaviors.

DNA Behavior^® helps grow behaviorally smart advisors to increase competitive advantage using the most reliable psychometric assessment systems on cutting-edge technology platforms. Our Financial DNA solution is a financial personality discovery process used by financial advisors with clients for providing priceless customized life long experiences, helping them to achieve their Quality Life goals and navigating all dimensions of human behavior risks and biases.

We are the Worldwide Leader in Providing Systems for
Client-Centered Behavioral Discovery.

What Steps Are You Taking To Build a Quality Life?

What Steps Are You Taking To Discover Your Meaning
for Work, Wealth Creation, Play and Family Life?

A Hub of Human Performance Solutions for Growing Engaged Clients and Advisory Teams

At Financial DNA, we provide financial advisors with validated financial personality insights to “Know, Engage and Grow” their clients and intelligent processes for customizing a financial strategy. This enables advisors to guide their clients in making more committed decisions to “Live with Meaning” and thereby achieve greater Financial Planning Performance.

Manage The Emotional Roller Coaster of Events and Markets

Events and markets cannot be controlled but how you manage your reaction to them can be. Achieving results is about how you predict and manage your behavior.
– Hugh Massie, September 1999

Products and Markets are the Same. However, Individuals Perform Differently and Require Unique Experiences.

We recognize the unique innate behaviors and preferences of investors and advisors trigger different reactions and decisions. For sustainable performance, you and your advisor need to each understand your unique behaviors and preferences when making Quality Life and financial decisions. This is our strength and difference.

The Starting Place: Knowing Who You Are

Research and experience shows that the best means of creating lasting wealth is to understand yourself, and then tailor a financial strategy suited to your complete financial personality – your “Financial DNA”. This includes not only your risk tolerance but also all of your predictable, natural DNA behaviors and preferences which instinctively take-over when you are under pressure and strongly influence decisions.

Holistic Processes Open Up Opportunities for Meaningful Life Long Experiences.

Connecting to the right brain is key for unlocking life meaning, understanding emotions and to achieving stronger relational connections and wealth creation. At DNA Behavior International we use tangible discovery processes to discover and adapt to different “left brain” and “right brain” learning styles so customized life long experiences can be offered.

DNA Discovery Processes for Connecting the Left and Right Brain

Our DNA Discovery Processes connect your “left brain” and “right brain” to align rationality and emotions so customized life long financial planning experiences can be offered.

Live Your Best Life.

What does a Quality Life look like to you? One definition is that a Quality Life means successfully integrating finances into a balanced life, and in so doing, having the courage to live according to your unique design, in harmony and without regret.

Communication Opens Up Relationship Performance

When it comes to building meaningful and successful relationships with your family, friends, colleagues and advisors, effective communication is foundational. Learn how you can build sound relationships with Communication DNA Discovery.

Build a Quality Life Performance Plan Based on Your Unique Financial Personality.

The key to building a Quality Life is to discover the optimal integration of life and money for you based on your life purpose. Through Quality Life Discovery our distinctive approach is to measure your current level of Quality Life Performance in 7 key areas and build a customized plan to achieve your Quality Life Goals.

Re-defining Financial Planning to Understanding People Before Numbers

The key to financial success is confidently making committed long-term decisions and not reacting in the “spur of the moment” to life and market events. Learn with Financial Personality Discovery to build a Behavioral Investment Policy Statement to guide your decisions and improve Financial Performance.

A Certified Wealth Mentor to Guide You

Who is your behavioral guide for the Quality Life Journey? “Wealth Mentoring” is a relational process that involves guiding others with wisdom to self-discover who they are and their priorities for a quality life through a mutual sharing of their life journey. Find a Certified Wealth Mentor to guide you on your Quality Life journey.

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Discover Your Clients' Financial Personality for a Quality Life

Select the Financial DNA Solution that will help you "Know, Engage and Grow" your
diverse clients using the "Platinum Standard" for behavioral measurement and intelligent systems.

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

Business DNA in the cloud, employee engagement, business management

The DNA Behavior Corporate Memory Bank enables validated behavioral intelligence to be operationalized at the fingertips of every person in a financial services business on a real time basis to deepen engagement in each human interaction and enhance financial planning process compliance.

Our experience and independent research shows this approach leads to the sustainable growth of the advisory business by more than 20% per year and improved advisor productivity by up to 40%. Further, it will provide the advisor with significant valuation uplift on the sale of their equity in the business.

Financial DNA Featured in The Wall Street Journal - Advisers Probe Clients’ Financial
Personalities - A recent article from the Wall Street Journal describes how Advisers are using Financial
DNA to figure out their clients' behavioral-finance types and how best to communicate with each one.
Click Here to Read the Article

We are the Worldwide Leader in Providing Systems for Client-Centered Behavioral Discovery.