Roll-out of DNA Discovery for Advisors

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

Advisors typically roll-out the DNA Discovery Solutions in different levels of depth, depending on their service model.

DNA Discovery Opportunities

Communication DNA Discovery: DNA Relationship Performance (using the Communication DNA Report)
The Communication DNA Discovery Process takes 2-5 minutes to complete. The client will receive a one page consumer report after completion of the process. The Advisor receives Enterprise Reports which include insights on customizing the client experience to increase engagement, build relationships and tailor communication. Enterprise Reports include the Customized Experience Report, Client Service Report and Client Segmentation Report. For more information on Communication DNA Discovery, click here.

Financial DNA Introduction to Relationship, Quality Life and Financial Performance (using the Financial DNA Natural Behavior Summary Report)
The Financial DNA Discovery Process takes 10-15 minutes t0 complete. The client and advisor will receive a 2 page Financial DNA Natural Behavior Summary Report after completion of the process. This report provides behavioral insights to assist in building a customized financial plan by reliable predicting how the client will consistently make life and financial decisions throughout life based on inherent life motivations and perspectives. For more information on the Financial DNA Introduction, click here.

Financial DNA Wealth Mentoring (for deeper Relationship, Quality Life and Financial Discovery)
Advisors who wish to engage in deeper discovery with their clients participate in Financial DNA Wealth Mentoring. Clients will complete each of the DNA Discovery Processes on a progressive basis as needed over 1 to 3 years based on transition events. For more information on Financial DNA Wealth Mentoring, click here.

For additional information, access to Sample Reports and to get started with using the DNA Discovery Processes in your practice, contact us.