Welcome to the Financial DNA^® Advisor International Community

Helping You to Build the Ideal DNA Advisory Practice

Financial DNA Resources is a leading international financial consulting firm. We focus on providing proprietary human behavioral solutions to transform the life and business of financial advisors. We help advisors build the Ideal DNA Advisory Practice by transforming the financial planning process into an inside out experience based on deeper knowledge of who the client is.

Know Your Client

Providing an inside out planning experience with our DNA solutions enables you to:

• Personally transform
• Increase conversion of prospects to clients
• Increase client retention
• Gather more assets and increase advisory fees from existing clients
• Sustain profitability through differentiation
• Gain significantly higher levels of team engagement

The foundation of our unique methodology is having both you, the team and your clients engage with our internationally recognized online DNA Behavior personality profiles. Our personality profiles provide differential insights to DNA behavior which enhance the transformational opportunities for you and your financial planning process. We utilize our intelligent systems for transformation by customizing the delivery of your products and services to clients based on DNA behavioral discovery.

The differentiation of our behavioral discovery process is having the ability to reliably predict how client and business decisions are influenced by both a person's:

• Natural DNA behavior; and
• Personal and financial motivations

With our Financial DNA Systems approach we are able to integrate strategic information into a tailored plan for enhancing personal and financial planning discovery, developing an inside-out client service experience and enhancing business processes for the delivery of client centered financial services.

Our Resources

Financial DNA:
Discovering Your Unique Financial Personality
for a Quality Life