BizSolutions

Financial DNA Presentations

The DNA Behavior presentations demonstrate how DNA Performance Solutions can be used to transform personal, family, business and client performance. Our DNA Performance Advisors and DNA Presenters are available to deliver presentations live in keynote presentation or 3 hour workshop format.

Our presentations and workshops are highly experiential in nature using interactive case studies that the participants learn to facilitate.

Relationship Performance in the New Behavioral EconomyTM

The quality of your relationships is foundational to your ability to make sound life and financial decisions and to build a Quality Life. In the new behavioral economy deeper relationships with family members, employees and clients are being built based on higher levels of emotional engagement. You will learn through the very uniquely practical "knowing me knowing you" approach to build the confidence for openly communicating with others and importantly to communicate on their terms, not on your own.

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Financial Planning Performance in the New Behavioral EconomyTM

Behavioral finance is now recognized as the future foundation of life, financial and investment decision-making. Learn how you can discover predictable behavioral insights about your clients financial decision-making style to help them build greater financial performance and a Quality Life.

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Family Performance in the New Behavioral EconomyTM
An emotionally engaging presentation on how to successfully build a Quality Family Life, manage wealth transfer and pass on your legacy through directly involving all family members and understanding their different life and financial motivations.

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