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We have developed a series of Financial DNA Discovery Processes which reveal different dimensions of a person's behavior for building quality life performance, improving financial planning and investment choices and improving personal, family and client interactions. Our unique approach starts with understanding your unique behaviors and preferences. The power of the DNA Behavior Discovery Processes for improving Relationship, Quality Life and Financial Performance is that they provide investors and families with greater self-understanding which gives them increased confidence and emotional commitment to their decisions. For the advisors, the discovery processes enable them to emotionally engage with their clients by having a deeper understanding of them. For detailed information on our Financial DNA Discovery Processes, please visit the Financial DNA Website. For purchasing information or to view a Sample Report, please contact us.
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DNA Behavior News & Research
- Featured Research February 2012
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DNA Behavior White Paper: Behavior Drives Performance in the New Behavioral Economyread more - 1-18-2012
- Management Principle: EquanimityAmong the most critical of all influence skills is a leader's ability to maintain equanimity.read more
- 1-14-2012
- Management Principle: Human Incentive Systems The difference between a good company and a great one is its peopleread more
- 1-3-2012
- Management Principle: Law of Holes.Success is tied to the well being and the performance ability of staff members.read more
- 12-22-2011
- Management Principle: Derived Credit To achieve true professional leader status one must engage in behaviors that are counterintuitive. read more
- 12-15-2011
- From the DNA Blog: Secrets to Effective Conflict Resolution Conflict in the workplace is disruptive. It can have a negative impact on productivity, and may pose a threat to other employees.read more
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Financial DNA Discovery
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