Financial DNA Advisor Services

Subscribe to our White Papers

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

We have developed training programs and consulting services that enable advisors and professionals to use the DNA Behavior Discovery Processes in their business for delivering a holistic client-centered financial planning service, and to build the "Ideal Advisory Practice". Understanding People Before Numbers

The DNA Behavior “Understanding People Before Numbers” approach helps:

Advisors and their businesses to comprehensively “know, engage and grow” their clients to provide them customized life long financial planning experiences for sustainable Financial Planning Performance.
Guide individuals and advisors to “know themselves” to engage and grow for more confidently making the right choices for building a Quality Life.

Certified Weatlh Mentor Program, Wealth Mentor Your Clients, Financial Advisor Services

By partnering with DNA Behavior you will be able to access and use a turnkey online behavioral system which addresses all stages of the financial planning process from:

1.    Engaging the client to build a relationship;
2.    Knowing the client to discover their Quality Life Goals and financial personality to make life, financial and investment decisions;
3.    Growing the client through on-going wealth mentoring at client reviews;
4.    In addition, we provide solutions for enhancing the Human Capital Management in your business.

Roll Out of Services for Financial Planning

Accessing Financial DNA Discovery for Financial Planning

We encourage you to include the Financial DNA Discovery Process in your financial planning process so that customized life long experiences can be provided to clients. Learn more about DNA Discovery.

If you would like pricing information, please contact us.

Knowing Yourself

Your success with incorporating DNA Behavior Discovery in your practice will be greatly enhanced if you have experienced the process yourself. Learn more and purchase our DNA Advisor Personal Insights Review service.

Advisor Training
To learn about our Advisor Training Programs, click here.

Human Capital Management in Your Business
To learn more about our solutions to transform your advisory business, click here.