DNA Solutions for Financial Advisors

We help advisors build the Ideal DNA Advisory Practice by transforming the financial planning process into a customized Quality Life Performance Planning experience based on deeper knowledge of who the client is.

The Business Case for Customizing Services by Knowing Your Clients

Providing an Quality Life Performance Planning experience with our DNA solutions enables you to:

• Personally transform
• Increase conversion of prospects to clients
• Increase client retention
• Gather more assets and increase advisory fees from existing clients
• Sustain profitability through differentiation
• Gain significantly higher levels of team engagement

Scalable Solutions for Financial Advisors

The foundation of our unique methodology is having both you, the team and your clients engage with our internationally recognized online DNA Behavior personality profiles. Our personality profiles provide differential insights to DNA behavior which enhance the transformational opportunities for you and your financial planning process. We utilize our intelligent systems for transformation by customizing the delivery of your products and services to clients based on DNA behavioral discovery.

Launching DNA Solutions In Your Business

1. The first step is to launch our DNA Marketing system, and have each of your prospects and clients complete a Communication DNA profile. To learn more, please click here. You can take your own Communication DNA for free by clicking here.

2. If you are an advisor or consultant with more than 5 years client service experience then we recommend that you also use our Financial DNA profiles for deeper discovery of your clients financial personality and to position yourself as a Wealth Mentor. To learn more and complete your own Financial DNA personality profiles, click here.