We Help Growth-Minded Leaders, Coaches & Consultants, Wealth Managers
Build People-Centric Businesses
Our discovery process shows you how employees and clients approach work, life, decisions, and money. After answering a few quick questions, our tech platform puts invaluable behavior and money insights at your fingertips.
Stress less.
Do more.
Be well for longer.
With personalized behavior and money insights from our web app, people can be matched to the roles, teams, and advisors that are in sync with who they are at their core. They will feel understood, valued, and undoubtably energized both in their work and in their personal lives. Who says health and productivity can't go hand-in hand?
Not Just Another Personality Test or Risk Profile
In one way or another, human behavior is at the root of most life and organizational problems, and therefore must be addressed with a behavioral solution. The DNA Behavior cloud-based technology helps uncover a person’s “hard-wired” strengths and core personality traits to align them more ideally with the situations they encounter each day. Whether you want to optimize team performance, better understand your clients, enhance relationships, or match clients to products and solutions, this platform will help you take quantum leaps towards meeting your improvement goals.
Aligning your life, career, and financial path to your distinct behavioral identity can help you find new energy and opportunities while dramatically decreasing your stress level.
Behavioral Technology Trusted by 2.5M+ People Each Year and Organizations of All Sizes
Create the Ultimate Employee and Client Experiences
Business Leaders
Form a Diverse Team
That Connects
Business leaders can use behavior and money insights to consciously align team members for improved decision-making, higher productivity, enhanced engagement, and elevated mutual respect.
Relationship Managers
Tailor Your
Client Approach
Relationship managers can remove the guesswork in client interactions. By knowing their natural communication style, talents, and money attitudes, your language and approach can be tailored accordingly.
Developers
Plug in Our
"Behavior Chip"
Collaborate and do business with DNA Behavior. Choose from up to 4,000 behavior and money insights to personalize your app's experience. Access resources and a developer-friendly API to power your solution.
Align People With What They Instinctively Do Best
Our system provides a fast and flexible way for any type of leader to better understand the people they engage with. Starting with our proprietary behavioral assessment, we then use a data-based mapping process to uncover personality traits, natural strengths and struggles, cognitive biases, and more. Ultimately, a person's core behavior is revealed and then broken down into an understandable range of insights unique to the individual. It shows what behaviors a person reverts to and excels at under pressure. There are countless ways to use this data to enhance role alignment, relationships, and critical decision-making.
The invariable end result of this life-changing self-awareness is improved happiness, success, and wellness.
Share the Discovery of Natural Talents and Unique Personality Traits with Others
After you learn from your own personalized insights, the same self-discovery process can be shared with your team, clients, and family to more fully unlock their potential, too. These unbiased insights about a person's natural abilities and personality traits provide a common language to address differences while also breeding trust.
Immediately Know How to Relate to Anyone
Get a better understanding of who people are, why they do what they do, and how to relate to them!
We've Added Behavioral Economics to the Equation
Since money is all-consuming and interconnected to every aspect of your life, we pay special attention to its influence on decision-making. Our DNA Behavior systems were uniquely designed to unleash the "money energy" that can be trapped by negative money behaviors.
Building a healthy relationship with money and understanding its role in how others are motivated or held back, can cause a radical positive shift and open up a wealth of possibilities.
Learn More About Money Energy
A healthy relationship with money will not only drive wealth, but it will fuel both health and happiness.
– Hugh Massie, Chairman and Founder
Put Behavioral Science Technology to Work for You
Comparing the natural strengths and personality traits of people is now easier than ever. Our web app is packed with features that allow users to measure and manage human differences at scale and with ease.
Compare Traits
Match relationship managers with clients or employees with the right roles in your business.
Build Teams
See where people fit best in your organization and capitalize on behavioral diversity.
Share Insights
Use the presentation-ready dashboard and PDF reports to share behavioral insights.
How to Use Our Behavior and Money Insights
We help you go a step beyond knowledge and intuition when making decisions and building relationships. Our behavioral assessment is a natural behavior discovery process that can open a up a world of opportunities which can be immediately put to practical use. Just think of all the ways you could use it!
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Variable Decision-Making
Mitigate the cost of biases and random noise when different people make intuitive judgment calls for the same or similar decisions.
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Hiring
Compare applicants to determine the best talent fit in your organization.
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Sales
Identify the qualities of high performers and mimic them in the sales process.
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Team Alignment
Create optimal team alignment to increase productivity.
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Leadership
Discover a leader's natural talents and show them how to manage differences.
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Financial Planning
Manage client financial behavior before it derails the planning process and money energy.
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Life Planning
Know how to discuss goals and desires with clients and how they will go about pursuing them.
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Adviser/Client Matching
Find the best staff member to service your clients and create a lasting connection.
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Family Dynamics
Navigate behavioral differences to enhance every interaction and guide continuity planning.
Behavioral Science Solutions in Action
Rick Kent | Ami Tully Lotka | Clayton Delaney |
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Founder & CEO Merit Financial Advisors
Solution: Financial Behavior Use Case: Delivers holistic financial planning and wealth management solutions using financial insights. |
President Maximum Impact Partners
Solution: Work Talents Use Case: Unifying the sales team by using DNA insights to align people, processes, methods, and products. |
Founder & CEO Finwello Solution: ISV Partnership Use Case: Uses the DNA API to help individuals manage their complete financial picture in the Finwello app. |
Create a Dynamic People Culture
Based on more than 45 years of hands-on human behavioral research and data, Chairman and Founder Hugh Massie reveals his personal stories on how he's successfully helped organizations manage human differences.
Read the Award-winning Book by Our Founder
Available on Amazon