About Financial DNA Resources
Financial DNA Resources is a worldwide leader in the provision of financial consulting solutions that focus on the transformation of the financial planning experience for investors, families and the life of financial advisors. The firm was established in September 1999. We are a division of DNA Behavior International a worldwide consulting firm providing human behavioral solutions for personal and business transformation.
We offer unique wealth mentoring, coaching, education, facilitation and business consulting services to financial services firms, individuals and families in over 12 countries. Each program uniquely blends human behavioral discovery with financial planning and quality life development solutions to enhance the ability of investors, families and advisors to make the right life, financial and investment choices. All of these programs draw on very powerful human behavioral insights obtained from our proprietary Financial DNA personality profiling systems completed by both clients and advisors to enable the delivery of an inside-out financial planning experience.
A significant differentiating factor in our personality profiling systems is not only the ability to identify a person's natural DNA behaviors, but also their personal and financial motivations which impact their decisions.
Research and experience shows the greatest transformation in the delivery of financial services and investor decision-making will come from providing them with an inside out experience 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 needs and wants have been understood, and a product or service offering is targeted accordingly.
In order for the financial planning experience to be transformed, the client and the advisors financial personality must be understood at the core - their "Financial DNA":
The pillars for financial planning transformation will be:
1. Helping clients and advisors personally develop by understanding who they are at the core
2. Offering new client centric services that each client wants
3. Transform the revenue model to increase advisory service fees
4. Training financial advisors and their team for change to a client centered approach
5. Developing financial planning and product delivery systems to incorporate behavioral insights
6. Establish business process and systems to deliver the desired client experience
Transformational Services for Financial Planning and Personal Development
The "inside-out" Financial DNA process provides transformational services across the following areas:
1. Personal Discovery and Financial 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. Financial Planning Business Operations and Processes
- 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 Experience
- Marketing strategies for client engagement
- Introducing personality profiles to clients
- Client segmentation
- Facilitation of developmental services and workshops
- Matching products and services to client DNA
- Fee and product charging structure
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