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“I’ve seen from a people culture development perspective the outstanding development programs and services Business DNA brings to a company. Their tools accurately identify strengths and development opportunities, and their facilitation is top notch. Their systems help each team leader create a development plan tailored to his or her specific needs. Business DNA can make a difference in the people culture of the organization.”
– Pat Pedicini, Manager, Leadership Development & Talent Commercial Division, Australia Post, Melbourne, Australia
“DNA Behavior provides the best tools for leadership development because they help us accomplish step one – know yourself. We always use it as the foundation for all of our leadership training, coaching, and consulting as well as team development.”
– Lee Ellis, President, Leadership Freedom
“DNA Behavior excels at helping firms transform their client experience through a deeper understanding of behavior and its impact on the relationship management and wealth management processes. The firm is one of those rare businesses with the very real potential to revolutionize an industry. I have seen his potential to act as a catalyst in the growth and development of thriving independent advisory businesses firsthand, and highly recommend his firm’s services.”
– Matthew McGinness, Managing Director of Strategic Consulting, Envestnet, Inc, San Diego
“DNA Behavior has a unique customer relationship strategy utilizing behavioral finance concepts. Their depth and understanding of how people make financial decisions using their systems is something every firm should incorporate in their sales, marketing and advisor development programs.”
– Joel Franks, Director of Advisor Solutions Content Development, TIAA-Cref, New York