| People from all over the world are becoming raving advocates for Financial DNA. Why?
I felt Understood
It Gave Me The Courage To Live My Dreams
I Was Liberated To Make Changes I Knew Had To be Made
I Gained Life and Financial Decision-Making Confidence
It Helped Me Build Life Meaning
I Have a New Framework To Build Relationships
I now Have a Formula To Build Wealth
Here is what a few people have said:
- “My family retreat in January went EXTREMELY well. Everyone really loved the Financial DNA Discovery Process. The whole family is using their MUP cards when discussing business and family matters. It was a huge hit. I am administering it to several other families now as well. It is a fabulous assessment instrument!”
Tammy Surratt President, Legacy Family Office
- “Thank you very much for taking time out of your schedule to conduct the Financial DNA Workshop here at Texas Tech University. I thoroughly enjoyed it. It was very interesting to walk through the entire process. I was quiet on the second day mainly because your workshop was forcing me to think about my future (long-term). I have never really thought about my long-term goals, my passions, or my purpose in this life. Thus, the workshop became a very emotional time for me. It was a very beneficial learning experience for me. I decided to go back through the workbook to fully process my thoughts.
I needed this experience more than you know. It really helped me understand myself & my fellow classmates. My hope is that Financial DNA is incorporated into Texas Tech’s curriculum. I truly believe that the more people, especially students, understand themselves & each other, the more productive we will be.
Your work is fantastic & I hope you will do more workshops here at Tech again! Thank you so much again for your time, dedication to your work, & your help!”
Jennifer Calvi Texas Tech University
- "Whenever I get myself into trouble working with a client is when I forget to use Financial DNA."
Haynes Kendall President Capital Financial Consultants
- A client of Providence Wealth - Sydney, Australia:
"We would like to take the opportunity to first of all express our thanks to you for including us in the "Financial DNA" process. We found it to be extremely beneficial and would like to comment on what specifically was helpful and insightful for us.Firstly, i think the mere process of filling out questionnaires is thought provoking on it's own. It gets you thinking about the questions you're answering ( that you might not have thought about before) and it generally triggers a variety of reactions ( frustration, excitement, confusion, doubt, passion, rebellion...) in the process. These reactions or responses , if one is willing to look at them, are ripe with information about ourselves and thus lend to the insight available in this particular tool.
We are much more "present" and informed in our venture than we were before. I am happy with clearly identified goals and strategies and our projected plan for quarterly checkpoints. We feel that we are now all aligned and much more informed about how we will get to where we want to be. That is the true benefit of this whole process and we are so grateful to have been a part of it."
Click Here to Read the Full Testimonial
- "Hugh Massie’s “Financial DNA – Quality Life” program was a tremendous success with our entire staff and students. Hugh’s teaching style is very affirming and he incorporated a multitude of participation activities that not only benefited each individual but further developed our team camaraderie. In learning each other’s DNA Natural Behavior Styles, we gained a greater appreciation for each other’s personal strengths. In addition, we had a hilariously fun time recognizing how we can better understand and appreciate each other’s strengths and what they contribute to the team. The day translated into our students and team developing more effective communication and greater awareness of the value of matching individual’s strengths to our ministry’s functional needs. We have drawn on these lessons many times since experiencing first hand Hugh’s insightful teaching."
Nancy Alcorn President and Founder Mercy Ministries, Tennessee
- A client of George Vieth, one of our leading Wealth Mentors, recently made the following comments about her positive experience with the Financial DNA Discovery Process:
"George had been my financial advisor for years, but our relationship took a turn after he introduced me to Financial DNA. We had always had good communication, but once the results were in, George was able to help me plan for my future in ways that actually worked with my personality and needs. There is so much "money-speak" in the business of financial advising that it is difficult not to enter into a relationship that is self-protecting by nature. After all, any advisor stands to make money from MY money. Financial DNA took the entire process many steps deeper. The conversation no longer just includes the P/E of the company, but how its presence in my portfolio makes sense to me. I am able to better understand what drives my own decision making and what my weaknesses might be in the process of investing. George can guide me around those pitfalls. After the stock market debacle of 2000 (or whenever it was), I have been able to rebuild my portfolio in a way that makes sense. For anyone looking to make money a means to an end, this is definitely the process I would recommend."
- "I want you to know that my wife & I have been experiencing some relationship issues lately, and I encouraged her to take the DNA as a possible tool to help us understand where our personality traits were positively intersecting and where they were clashing. So last night she took the DNA test and printed out the results, from which we spent the rest of the evening discussing & comparing each others' strengths and "challenges".
Today, having thought a lot about the process, she came to me and said how happy she is that we took the Financial DNA because "it is so much cheaper than a marriage counselor and more specific & helpful". She's a Driver and I'm a Strategic Thinker, which turn out to be surprisingly compatible.
Thought you would like to know."
Name withheld
- "I would just like to say thank you for the inspiration you gave me to go back into teaching dancing.
It had been my consuming passion for 20 years and because of your encouragement to follow my heart and use of the Financial DNA process, I gained the courage to leave my job and start fresh. I have purchased a dance studio and am definitely the right man in the right place at the right time.
I believe I have the opportunity to make a difference to people's lives, by assisting them with finding their creativity. Perhaps I will be fortunate enough to help others to fulfill their dreams in the same way as you have helped me."
Gordon Gilkes Principal North Shore Dance Studio, Sydney Australia
- "At Sentinel Wealth, we have found that Financial DNA provides not only accurate insights into the clients emotional requirements, but also provides a wonderful array of specific topics to discuss with the client allowing us to be crystal clear about who the client is and what they want from us. We use it with every client right at the beginning of our engagement process."
Justin Hooper Managing Director, Sentinel Wealth Management
- "I wanted to share another successful Financial DNA story with you. I met with clients (a couple) of mine yesterday who I have worked with for around six years now. The purpose of the meeting was to go over the results of their Path 4 reports. We had so much fun and I really got to know them better. The reports didn’t reveal anything about them that I didn’t already know - they just made me feel very confident about my previous observations and gave my clients an “aha” moment that I really know them.
My clients asked if I thought that my outlook was that of a typical Financial Planner. I told him “no” but that my preferences work well to facilitate their goals and objectives. He agreed with me and told me that this is the reason that the two of them have connected with me. I then facilitated the two of them going online to complete their MUPs, we went to lunch and they agreed to open Individual 401k Plans and to roll over their 401ks from their previous employers! "
Kimberley Holcomb, CFA, MBA, Wealth Advisor* Holcomb Wealth Management, Texas
- Testimonial from a Client of Simon Brown, BPH Wealth, UK
"Having initially provided the DNA Quality Life Performance Pulse check to a potential new solicitor client she later confided in me that it had brought her to tears and wanted to fix some of the underlying problems. After completing the Financial DNA Natural Behavior Profile I arranged a bespoke meeting focusing the questions on her strengths and talents. It was quickly identified that the environment she worked in neither encouraged or remunerated her creative and incredible social and networking skills. Deep down she knew this was very demotivational but she was loyal. It was clear that she needed to earn more money and had not addressed this as she preferred the security she currently had. She needed to work less so she could have a better relationship with her son and had always wanted to write a novel. Click Here to Read the Full Testimonial
- " I know that the PFPA (Personal Financial Planning Association) has already sent you a thank you letter, but I would like to take this opportunity to personally thank you for your time and effort. I don't normally write a separate thank you letter, but I was so impressed with you and what you had to say, I wanted to personally let you know how much all of the students I spoke with enjoyed your discussion. You are a very engaging speaker and you really made me want to learn more about the subject matter. Although I have been very busy with finals lately I am very much looking forward to reading your book. I wish you all the best."
Joshua Mungavin, Student, PFPA Public Liaison Texas Tech University
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