Communication Style, Quality Life Goals, Life Purpose, Financial Personality, Risk Tolerance, Investment Policy Statement, Financial Behavior, Advisor-Client Matching
Independent research shows that 93.6% of your role is managing client behavior.
Do you have the processes, systems and scripts to provide customized financial planning experiences for different client styles?
Do you know how to better match your advisory team to ideal clients for improving engagement?
The key to successful advisory performance in the future is to implement a "DNA Financial Planning Performance Program" for increasing engagement in advisor-client relationships, setting goals based on life purpose and minimizing financial decisions based on emotions. The Financial DNA Discovery Processes improve self awareness and confidence for building quality life performance, improving financial planning and investment choices and improving personal, family and client interactions.
DNA Behavior helps financial advisors and professionals to "Know, Engage and Grow" their clients to provide customized life long financial planning experiences that enhance relationships, build a Quality Life and improve life and financial decision-making. Our purpose is to help people Live with MeaningTM.
DNA Financial Planning Performance Program Overview
Through the DNA Financial Planning Performance Program, discover your clients' unique behaviors and preferences at a deeper level to guide them and address challenges such as:
Overall, by implementing this program you will improve the bottom line performance of your advisory business and also the invesment return of your clients.
Click here to download our brochure.
For more detailed information, please feel free to review our Financial DNA website and have your team call us on 770-274-0311.
DNA Behavior News & Research
- The Importance of People Centered Leadership in the Financial Industry
- Leverage Technology to Grow Behaviorally Smart Advisors
- What Do Clients Want From Their Advisor?
- What is the Key to Effectively Managing Personal Finances?
- Are You Skating on Thin Ice?
- CRM: Customer Relationship Management or Compliance Regulatory Machine?
- The Life Experience I want to Create
DNA Financial Planning Performance with Financial DNA Discovery for Adopting a Client Centered Financial Planning Business Model