Financial Personality Insights
Advisor Client Communication
Goal Setting Motivations
Spending Patterns
Risk Tolerance
Behavioral Biases
Market Mood
Learned Behavior
Behavioral Talent Insights
Talents
Work Life Motivations
Business Risk Factors
Decision-Making Approach
Role and Team Fit
Leadership Style
Career Preferences
Communication Insights
Communication and
Learning Style
Meeting Interaction Setting
Information Requirement
Service Needs
Selling Styles
DNA Behavior Discovery Processes and Reports
Available on a Single Technology Platform
Financial DNA
Step 1:DNA Natural Behavior Discovery
For revealing different dimensions of a person’s natural style for making life and financial decisions including their risk taking behavior. Reporting and Analysis:
- Summary — Behavioral Biases, Quality Life Goals, Financial Planning Insights, Risk Profile
- Financial Talent Highlights
- Market Mood
- Behavioral Management
- Couple Comparison Reporting
- Wealth Mentoring
- Family Group Reporting
Business DNA
Step 1:DNA Natural Behavior Discovery
For revealing different dimensions of a person’s natural talents for business performance. Reporting: and Analysis:
- Summary — Workplace Insights and Attitudes, Performance Keys
- Personal Business Talents
- Team Member Comparison
- Workplace Operations Style and Coaching
- Hiring – Fit for tasks, roles, team and culture
- Team Performance — Identifying Differences
- Career Insights
Communication DNA
Step 1:DNA Natural Behavior Discovery
For uncovering natural preferences for how employees and customers wish to be communicated with and served by others. Reporting and Analysis:
- Consumer and Premium
- Customized Meeting Guide
- Customized Experience
- Client Service
- Sales Style Adaptation
- Advisor-Client Matching
- Group communication
- Customized messaging
Step 2: DNA Learned Behavior Discovery
Learned behavior and performance discovery processes and reporting:
- Quality Life Discovery and Planning
- Financial Personality Discovery
- Behavioral Investment Policy Statement
- Behavioral Management
Step 2: DNA Learned Behavior Discovery
Learned behavior and performance discovery processes and reporting:
- Leadership 360 Discovery (or Employee, Sales, Advisor versions)
- Executive Quality Life and Work Life Discovery
- Career Life Discovery and Planning
