Financial DNA Solutions

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

Communication Style, Quality Life Goals, Financial Personality, Customized Financial Planning

The Financial DNA Solutions are designed to help financial advisors and professionals provide you with customized life long financial planning experiences that help build your Financial Planning Performance. This is achieved through discovering your unique behaviors and preferences and matching them to your advisor and family, and also to the solutions offered.

Our belief is that this behavioral approach will help you to "know yourself, engage with others and personally grow" to transform your Financial Planning Performance in the following areas:

Philosophically, we believe products and markets are the same. However, individuals perform differently. Therefore, we believe behavior drives Relationship, Quality Life and Financial Performance and that money can get in the way of performance. Achieving results is about how you can predict and manage your behavior.

Taking this behavior belief a step further, the core principle behind our Financial DNA Solutions is that your life and financial decisions are completely inter-connected. Therefore, the financial planning objective should be to set goals for building a Quality Life and building financial and investment plans based on discovering your financial personality - your "Financial DNA". Your Financial DNA reflects both your life and financial decision-making behaviors and motivations. Ultimately, to build a Quality Life and Live with Meaning, you must optimize the integration of your life and finances.

In order that your advisors can deliver a customized life long financial planning experience to you, we start with our range of simple to use and yet highly accurate independently validated DNA Behavior Discovery Systems.

The Three DNA Discovery Steps are to:

1. Communication DNA Discovery to engage others and tailor communication for enhancing Relationship Performance.

2. Quality Life Discovery to identify your life purpose and set goals for building Quality Life Performance.

3. Financial Personality Discovery for building Financial Performance to live a Quality Life.

Then we use the behavioral insights to help build a Quality Life Performance Plan and a Behavioral IPS.

Download our brochure to learn more about our Financial DNA Solutions for building Financial Planning Performance.