Discover Your Clients' Financial Personality for a Quality Life
Select the Financial DNA Solution that will help you "Know, Engage and Grow" your
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 performance.
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