About DNA Behavior International

Financial DNA News & Research

11-22-2011: Management Principle: Harmony. The cost of a well-functioning team is high. read more
11-21-2011: From the DNA Blog:The Most Common Mistake Advisors Make. What is the most common mistake that Advisors make? read more
11-15-2011: Management Principle: Engage. Learning how to engage others properly is a professional management skill. read more
11-13-2011: Quick Tips to Create an Engaged Workforce. Finding that key talent is just the beginning; retaining them is the hard part. read more
11-02-2011: From the DNA Blog: Rules of Engagement. Everyone is talking about client engagement, but what are firms actually doing about it? read more
10-12-2011: From the DNA Blog: It Really is All About Me. How can businesses improve the their interactions with customers? read more

Maximize Human Potential... Make the Right Choices... Improve Relationships... Customize Experiences

DNA Behavior International has become internationally recognized for providing human behavior solutions to transform the financial planning experience for people of all ages, cultures and levels of wealth. We help financial services firms provide a unique client centric service experience based on the principle of "knowing your client".

Our Certified Wealth Mentors help you build a structured Quality Life Performance Plan and Behavioral Investment Policy Statement (IPS) customized to your unique Financial DNA. This plan then forms the foundation of your life, financial and investment planning. Quality Life Performance, Financial Growth, Financial Planning, Life Balance, Achieving Quality Life

The Quality Life Performance Plan and Behavioral IPS we provide are powered by our simple to use and yet highly accurate independently validated DNA Discovery Processes. These DNA Behavior insights enhance emotional commitment to your life, financial and investment decisions.

We currently provide our DNA Discovery Processes, Quality Life Performance Plan and Behavioral IPS methodologies to over 2,000 financial services businesses, and also individuals and families in more than 12 countries, and in 6 languages.

Research and experience shows the greatest transformation in investor Quality Life and Financial Performance will come from providing them with a tailored plan which connects who they are to their life and financial decisions. Our belief is that investors and families will make the right choices and value financial planning when their unique Quality Life needs and wants have been understood, and a financial product or service offering is customized accordingly.

DNA Solutions for Customized Financial Planning Experiences

The DNA Behavior Discovery Systems are used to provide services to transform performance across the following areas:

Financial personality discovery, including risk profiling
Relationship and communication enhancement
Behavioral portfolio allocation
Life purpose discovery
Relationship to money development
Family wealth and business planning
Couple decision-making
Executive work life balance development
Entrepreneurial productivity
Youth development
Planned giving