About Financial DNA Resources
Financial DNA Resources was established in 2001 and is a division of DNA Behavior International. We have become internationally recognized for providing human behavior solutions to transform the Quality Life Performance 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 customized to your unique Financial DNA. This plan then forms the foundation of your life, financial and investment planning.
The Quality Life Performance Plan we provide is powered by our simple to use and yet highly accurate independently validated Financial DNA Personality Profile System. These Financial DNA insights enhance emotional commitment to your life, financial and investment decisions.
We currently provide our Financial DNA Personality Profiling Systems and Quality Life Performance Plan Methodologies to 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 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 product or service offering is customized accordingly.
Financial DNA Solutions for Quality Life Planning
The Financial DNA Discovery process is used to provide services to transform performance across the following areas:
1. Personal Performance and Quality Life Planning
- Financial personality discovery, including risk profiling
- Advisor personal transformation
- 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
2. Business Performance
- Advisor training in Financial DNA facilitation
- Financial planning service delivery processes
- Client relationship systems
- Business process and systems refinement
- Business model re-development and planning
- Hiring the right talent
- Team performance
3. Client Performance: Customized Experience
- Marketing strategies for client engagement
- Introducing personality profiles to clients
- Client segmentation
- Facilitation of Quality Life services
- Matching products and services to client DNA
- Fee and product charging structure
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