Financial DNA Discovery Introduction

DNA Behavior News & Research

Featured
April 2012: Financial DNA Provides “All-In-One” Financial Personality Reporting to include Natural Risk Behaviorread more
4-11-2012: Management Principle: Conflict The most debilitating of all sicknesses is when intra-company relationships turn sour.read more
4-10-2012: All I Said Was... In the business world, communication style has a direct impact on behavior and in turn performance.read more
4-5-2012: Mimicking Customer Communication Style Increases Sales 17% Can having a similar communication style to your prospect increase your chances to convert them to a client?read more

In order to get started with Financial DNA Discovery we recommend that you take 10 to 15 minutes to complete online the Financial DNA Natural Behavior Discovery Process. The output will be a report which summarizes in 4 pages the following key behavioral insights in 5 core Financial Planning Performance areas: Financial DNA Performance Strengths

Performance Strengths, Struggles and Environment Keys. This information will help you and your family and advisors build enhanced Relationship Performance based on understanding the similarities and differences.
Quality Life Behavioral Attitudes. This information will help you identify a range of critical life outlooks and motivations that will shape the setting of your goals for building Quality Life Performance.
Financial Planning Insights. This information highlights key aspects of your financial personality, including risk tolerance and natural approach to the financial planning process.
Investment Portfolio Parameters. This information will help you tailor an investment portfolio recognizing your natural level of emotional comfort in taking investment risk.

Investment Portfolio Parameters

Advisor Client Compatibility Matrix.
This table will highlight who you will relate to more easily and those people you will have to modify your behavior more with.

Once you have completed your Financial DNA Natural Behavior Discovery you can learn more about who you are and your similarities and differences to others by reviewing our highly insightful de-brief materials. In addition, for advisors we
have introductory training - click here.

Click here to view a short video - it is a great illustration of how a Financial DNA Advisor can use the Financial DNA Discovery Process practically to help clients feel understood and accelerate the level of trust in the relationship.

Next Steps: DNA Discovery for Wealth Mentoring

In addition, if you would like to explore who you are more deeply then you can complete the following additional DNA discovery processes:

The reports that are produced from completing your Quality Life Discovery and Financial Personality Discovery directly integrate the behavioral insights from the Financial DNA Natural Behavior Discovery.