About DNA Behavior Discovery

DNA Behavior News & Research

Featured Research February 2012: DNA Behavior White Paper: Behavior Drives Performance in the New Behavioral Economyread more
1-18-2012: Management Principle: EquanimityAmong the most critical of all influence skills is a leader's ability to maintain equanimity.read more
1-14-2012: Management Principle: Human Incentive Systems The difference between a good company and a great one is its peopleread more
1-3-2012: Management Principle: Law of Holes.Success is tied to the well being and the performance ability of staff members.read more
12-22-2011: Management Principle: Derived Credit To achieve true professional leader status one must engage in behaviors that are counterintuitive. read more
12-15-2011: From the DNA Blog: Secrets to Effective Conflict Resolution Conflict in the workplace is disruptive. It can have a negative impact on productivity, and may pose a threat to other employees.read more

Communication Style, Quality Life Goals, Life Purpose, Financial Personality, Risk Tolerance, Asset Allocation, Investment Policy Statement

The Financial DNA Discovery Processes improve self awareness and confidence for building quality life performance, improving financial planning and investment choices and improving your personal, family and client interactions. Our unique approach starts with understanding your unique behaviors and preferences.

Customize Financial Planning Experience, Client Financial Planning, DNA Discovery

The foundation of our unique methodology to help advisors provide a customized financial planning experience is having both the client and advisor complete our internationally recognized DNA Behavior Discovery Processes. Our discovery processes provide differential insights to communication, quality life and financial personality discovery which help advisors follow the "know your client" rule and enhance the opportunities for transforming how investors, families and advisors make life, financial and investment decisions.

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

Natural DNA behavior; and
Learned behaviors and preferences from their environment, experience and education

We offer Financial Planning Performance Facilitation Services that leverage the behavioral insight to build sustainable performance in key areas such as communication, financial decision-making, life purpose, family succession, couple compatibility, executive work life balance, entrepreneurial productivity, youth development and planned giving.

For additional information, access to Sample Reports and to get started with your Financial DNA Discovery, contact us.