Consulting Services

Building Behavioral Expertise

Our behavioral science experts are here to help you discover, measure, and manage the hidden influences of behavior and money energy forces which impact performance. They will provide the level of support you need to make behavior and money insights an integral part of your organization. Our team can work with you or for you.

We have talented trainers, facilitators, coaches, and consultants who are adept in applying the 4,000+ behavior and money insights that we measure. We deliver a range of consulting services aimed at helping people make smart decisions in all areas of life and business including work, leadership, marketing, entrepreneurship, family, financial planning, investing, and planned giving. Training is available for those who wish to become a DNA Behavior Practitioner as well as those who desire a deeper understanding of one or more focused areas.

DNA participants can achieve greater alignment to their natural talents and behavior styles, as well as build an improved relationship with money.

We'll show you how to stress less, do more, and be well for longer!

Customizable One-on-One and Group Programs

The DNA Behavior systems can be used to meet a wide range of business, family, and personal development goals. We provide one-on-one and group programs that focus on the areas you choose. We cover hiring, team and leadership development, personal growth, financial planning, family succession planning, as well as designing and customizing solutions to meet your unique needs. No matter what level of support you need, we can guide or assist to get you comfortable with using behavior and money insights.

Accelerate Growth With Behavioral Marketing

Research shows that the key to acquiring new clients and re-engaging existing ones is to make them feel understood and emotionally connected as early as possible. That requires knowing who the client is at a level far deeper than can ever possibly be provided by the traditional use of personal marketing models that rely only on demographic and financial big data. Having the prospects use the DNA Quick Scan (11 Question) Discovery is a quick and easy way to enable the production of behavioral data, like the liquid gold that has been missing for creating hyper-personalized experiences on a mass-scale basis. 

We work with marketing and sales team leaders to design a program and workflow that builds in the deployment of our behavioral technology.

Our tech allows you to:

1. Deepen the levels of segmentation for enabling the customization of solutions offered

2. Provide customized communication keys for every participant

3. Utilize customized marketing and sales scripts

4. Leverage Market Mood indicators to tap into gauged client sentiments towards markets and economic conditions

5. Use style matching for aligning prospects and clients with the most suitable relationship managers

Behavioral Merger and Acquisition Review

Many M&A deals fail not because of the fundamentals of the business or changed circumstances but because of the people involved on all sides of the transaction. The behavioral talents and financial behavior of the CEO and the senior leadership team largely drive 80% of the value of a business. Not knowing who you are investing in can be a cardinal mistake if you are an investor in a business. 

Using our extensive repository of over 4,000 behavior and money insights, we can:

1. Review the financial behavior style of the CEO and leadership team to determine the financial value they will create

2. Assist the investors to better manage their behavioral biases and decision-making processes

3. Perform an audit to reconcile behavior-driven financial value against projected financial fundamentals

4. Provide performance coaching to the CEO and leadership team so that they adapt their strategies, execution, and operating habits to optimize financial value

5. Integrate new leadership and teams together to optimize business performance

Behavioral Risk Management

The Deloitte 2023 Workforce Risk Survey shows that only 40% of organizations have a clear definition of workforce risk and less than 10% of executives say they are satisfied with how their organization monitors risk. Our goal is to help the CEO and senior leaders predict where the risk issues will be and determine the solutions needed to overcome them. Risks often relate to the “behavior gaps” caused by different behavior and money attitudes across the organization. If the risks are comprehensively identified, which often does not cost a lot to do in relative terms, there is a substantial revenue, productivity, profitability, and employee engagement upside.

In particular, we seek to predict and help manage the behavioral risk issues coming from areas such as:

1. The inability to achieve profit forecasts and the resulting leadership decision-making that may occur if the forecasts are not met

2. The potential for flawed decision-making in key business areas caused by systemic and variable behavioral biases impacting perspectives, perceptions and judgments

3. The lack of psychological safety where there is an organizational culture breakdown caused by dominant behaviors shutting down others, poor communication from the top down, and people not working within their talents and capabilities

4. The performance and communication gaps caused by different team behavioral styles that are not understood, accepted, and respected

5. People overseeing compliance whose talents are a mismatch for the role, and/or dominant leaders who may side-step compliance

6. A lack of suitability in the solutions offered to clients and usually poor communication between the advisor/sales team and clients leading to costly complaints and claims

7. Rogue employees not identified and/or supervised with the right internal controls

Business Performance Optimization

We work with growth-minded leaders to align people and money to optimize the performance of the organization, business unit, or team they manage. We help them implement strategies that transform the organizational culture and business model so that employees and clients become the top priority in every action and interaction. The optimal mix of talents and financial behaviors from the CEO down through every team has been proven to generate increased financial value.

Our unique “Lighthouse” methodology involves starting with the deployment of the DNA Digital Scan to “heatmap” the behavioral styles of every lead, client and employee. Using that behavioral data analysis, we identify for the leadership team the performance strengths and struggles of the organization. In particular, we help pin-point hidden blockages caused by behavioral gaps which may not be revealed by the financial indicators.

From there, a specific implementation plan can be developed using the DNA BeSci Tech for building a more relationship-driven people-centric culture based on a higher level of psychological safety. In doing so, we equip the leaders to manage the delicate balance of achieving enhanced financial results (revenue, productivity, and profitability) with a more relationship-based operating environment (engagement, trust, and loyalty).

Our approach, technology, and the depth of behavior and money insights allow for the easy implementation of hyper-personalized employee and client experiences at scale. That will ensure employee engagement (EX) and client engagement (CX) become the top priority in every action and interaction.

Ultimately, through our behavioral data analytics, we believe a higher level of decision clarity will be created, thereby unleashing 10x acceleration of revenue growth and higher profits.

Our business performance optimization services include:

1. Performing detailed performance and segmentation analysis of results and behaviors across employees and clients to identify issues that are hidden deep below the surface

2. Leadership, team, and talent development based on behavioral identity and monetary motivations to improve revenue generation, productivity, interaction connectivity, and culture

3. Enhancing client service by matching sales and advisory teams to clients, improving communication, and offering more suitable solutions

4. Diversity management so that more sales opportunities are opened up and a more inclusive culture is developed

5. Deployment of behavioral management, monitoring, and marketing technologies, as well as digital twins to improve consistency in decision-making

Additional and A La Carte Services

Behavior Tech Implementation

When you are not used to building an app or a tech platform, the task ahead can be daunting. Extreme clarity is required between you and the tech team, so there are no missed expectations. Consideration must be given to how the app will connect to the outside world, the design of its architecture, and your organization’s workflow. Therefore, we can step in and guide our ISV partners in gaining clarity for the scope and design of their unique behavioral-based business solution which will be using the DNA API.

Talk with Our Behavioral Experts

For more information about our training, facilitation, coaching, and consulting services, schedule a 15-minute call with our behavioral experts.

Schedule a Call with Our Behavioral Experts