Typically advisors who wish to engage in deeper discovery with their clients will have 2 to 5 meetings with a client once engaged before implementing a financial plan. Our recommended approach is 4 discovery meetings once the client is engaged and has entered into a fee arrangement, subject to any major personal or financial issue.

The Financial DNA Wealth Mentoring process will involve the clients completing each of the 3 DNA Discovery Steps:

• Communication DNA Discovery
• Quality Life Discovery
• Financial Personality Discovery

This includes the Natural Behavior Discovery Process.

Each of the DNA Discovery steps may be completed at independent times and can be fully integrated to your firm's unique discovery process.

Facilitating the 6 Pillars of DNA Financial Planning Performance

However, the discovery process can be designed on the basis that all clients complete the Communication DNA Discovery upfront, and then the other processes are utilized on a progressive basis as needed over 1 to 3 years based on transition events.

With our DNA Behavior Discovery systems approach we are able to utilize strategic behavioral insights to help investors and families build tailored Quality Life Performance Plans and Behavioral Investment Policy Statements to better guide them in making the right choices for a Quality Life.

To learn more about our Certified Financial DNA Wealth Mentor Program for Advisors and register, click here.

To learn more about the benefits of Comprehensive Wealth Mentoring for clients, click here.

Also, access our case studies which recount a few stories of real-life people interacting with a financial advisor.