Family DNA Testimonials

• "Hugh is passionate about helping people understand their hard wired behaviors. He is knowledgeable and understands his area of expertise at a very high level. I think Hugh is one of the best people in the country to help people of wealth understand their motivations behind behaviors they exhibit."
  
  Josh Patrick
  Stage 2 Family and Business Consultants
  
  
• Everyone really loved the DNA profiles.  It was a huge hit.  It is a fabulous assessment instrument!”
  
  Tammy Surratt
  President, Legacy Family Office
  
  
• The DNA Profiles were invaluable to me in facilitating a family succession retreat.
  
  John Warnick
  Purposeful Planning Collaboration
  
  
• "Powerful processes that I can use to gain deeper insights into how different clients make financial decisions and also enable me to differentiate my business."
  
  Sacha Millstone
  Senior Vice President - Investments, Raymond James and Associates, Inc
  
  
• "A client of George Vieth, one of our leading Wealth Mentors, recently made the following comments about her positive experience with the DNA Discovery Process: "We had always had good communication, but once the results were in from my profile, my advisor was able to help me plan for my future in ways that actually worked with my personality and needs. I am able to better understand what drives my own decision making."
  
  
• "DNA provides not only accurate insights into the clients emotional requirements, but also provides a wonderful array of specific topics to discuss with the client allowing us to be crystal clear about who the client is and what they want from us. We use it with every client right at the beginning of our engagement process."
  
  Justin Hooper
  Managing Director, Sentinel Wealth Management
  
  
• "I wanted to share another successful DNA story with you.  I met with clients (a couple) of mine yesterday who I have worked with for around six years now.  The purpose of the meeting was to go over the results of their reports.  We had so much fun and I really got to know them better.  The reports didn’t reveal anything about them that I didn’t already know - they just made me feel very confident about my previous observations and gave my clients an “aha” moment that I really know them."
  
  Kimberley Holcomb,
  CFA, MBA, Wealth Advisor*
  Holcomb Wealth Management, Texas
  
  
• "DNA made us realise that every client deserves personal communication style and a unique plan based on his true passions. We took it yet one level higher and built our quarterly reports based on their unique DNA profiles so we can keep the relationships with our clients as long as possible into the future.
  
  Using DNA is the finishing touch to our financial planning & investment management services. It completes the 'client best interest' process."
  
  William van der Maas
  CEO & Founder IVV Instituut voor Vermogensopbouw
  
  
• "The DNA Discovery Process is now an integral part in our approach to planning from the client's life perspective and helping our client's achieve their life purposes. The process has enabled us, and our clients as well, to more quickly get to know their unique personality, aptitudes and talents. The process has also helped to further deepen the quality of the long-term relationships we strive for with our clients."
  
  Jerry Black
  Legacy Planning Group Inc.