Case Studies
Different people have different experiences with Financial DNA. Our clients all have different backgrounds, knowledge, experiences and personal balance sheets. But what they all have in common is that Financial DNA met them at their current level of need, deepened their knowledge and understanding of themselves, and gave them clarity and direction in their financial strategies.
These case studies recount a few stories of real-life people interacting with a financial advisor (Chris).
Helen's Story
Helen, a 30-year-old married woman discovered the reasons behind previous financial disappointments and gained the confidence to change her money & investment behavior.
Helen and Tony's Story
Helen participated with her husband Tony in the process, which enabled them to formulate an investment strategy that met both their needs.
Paul's Story
Paul, a 48-year-old investor, found Financial DNA uncovered the reasons behind his investment style and gave him confidence in his current path.
Carol's Story
Carol, a 62-year old widow participated in the process at her Advisor’s request. They used the results to communicate and invest according to Carol’s unique Financial
DNA.
The Financial DNA Discovery Process has been used by our Wealth Mentors in a variety of areas. Each of the following case studies demonstrates how the process has been used in practical situations.
Client Relationship Development.pdf
This case study demonstrates how Financial DNA can be used by an advisor or coach to adapt their behavior to a client who has an opposite behavioral style.
Building a Behavioral Portfolio.pdf
This in-depth analysis reveals how Financial DNA was used to uncover the risk profiles of 2 different investors and how their investment portfolios were structured on the basis of their inherent behavioral style.
Risk Born or Made.pdf
This case study looks at the importance of using information regarding a client's "hard-wired" and "learned" behavior when assessing risk.
Family Dynamics & Succession Planning.pdf
This case study illustrates how Financial DNA was used in the circumstances of building a strategy for the ownership and management of a family's financial interests on the retirement of the patriarch. The approach adopted was for each family member to complete the Financial DNA process before the intricate and emotive financial issues were addressed. The outcome was family buy-in and greater trust because of the transparency and recognition of each person's needs.
Family Business.pdf
This example demonstrates how we used Financial DNA to facilitate a conflict that had arisen between 2 brothers over the future strategy of their business and their roles in it. The Financial DNA profiles were used to uncover each brother's talents, aptitudes, passions and overall personal alignment to the business strategy.
Couples in Business
This case study demonstrates how a married couple in a business were facilitated through disagreement over business strategy and a potential breakdown in their relationship. The Financial DNA profiles were used to perform a life audit for the couple, and also uncover the behavioral talents and aptitudes of key operational people in the business to define their future roles.
Life Purpose Discovery.pdf
This case study examines how a wealth mentor uses Financial DNA® Discovery Process as the starting point to guide individuals to a discovery of their life purpose.
Advisor/Client Match.pdf
Is a person similar to you the right one? Assessing the behavior match is the first step to managing the advisor/client relationship.
Financial DNA Discovery
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