Financial DNA Solutions

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

Communication Style, Quality Life Goals, Financial Personality, Customized Financial Planning

The Financial DNA Solutions are designed to help financial advisors and professionals provide you with customized life long financial planning experiences that help build your Financial Planning Performance. This is achieved through discovering your unique behaviors and preferences and matching them to your advisor and family, and also to the solutions offered.

Our belief is that this behavioral approach will help you to "know yourself, engage with others and personally grow" to transform your Financial Planning Performance in the following areas:

Philosophically, we believe products and markets are the same. However, individuals perform differently. Therefore, we believe behavior drives Relationship, Quality Life and Financial Performance and that money can get in the way of performance. Achieving results is about how you can predict and manage your behavior.

Taking this behavior belief a step further, the core principle behind our Financial DNA Solutions is that your life and financial decisions are completely inter-connected. Therefore, the financial planning objective should be to set goals for building a Quality Life and building financial and investment plans based on discovering your financial personality - your "Financial DNA". Your Financial DNA reflects both your life and financial decision-making behaviors and motivations. Ultimately, to build a Quality Life and Live with Meaning, you must optimize the integration of your life and finances.

In order that your advisors can deliver a customized life long financial planning experience to you, we start with our range of simple to use and yet highly accurate independently validated DNA Behavior Discovery Systems.

The Three DNA Discovery Steps are to:

1. Communication DNA Discovery to engage others and tailor communication for enhancing Relationship Performance.

2. Quality Life Discovery to identify your life purpose and set goals for building Quality Life Performance.

3. Financial Personality Discovery for building Financial Performance to live a Quality Life.

Then we use the behavioral insights to help build a Quality Life Performance Plan and a Behavioral IPS.

Download our brochure to learn more about our Financial DNA Solutions for building Financial Planning Performance.