BUSINESS DNA
&
FINANCIAL DNA
Lead stronger teams using Business DNA and Financial DNA.
Harness behavioral insights and coaching to unlock collaboration, align leaders, and elevate performance.
Business DNA: Put Your People Before Numbers
Everyone says people are your greatest asset. The challenge? Most leaders don’t really know what drives their teams: their strengths, blind spots, or behaviors that unlock performance.
Now you can.
DNA BEHAVIOR
Through our partnership with DNA Behavior, the world’s leading behaviorally intelligent talent management platform that leverages AI-enhanced behavioral analytics, you can see the full picture of your team’s Business DNA.
Why It Matters
It’s the foundation for maximum ROI. When you know how your people think, communicate, and perform under pressure, you can:
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Match employees to the right roles, teams, and customers. Hiring, promotion of people and team alignment become strategic.
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Elevate communication across the organization and navigate conflicts on teams due to behavioral issues.
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Reduce operational and security risk.
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Build a thriving, resilient culture.
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Coach leaders and team members at the behavior level. Teams identify how they are wired to succeed. This is where change sticks.
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Tailor incentives that truly motivate each person (Guess what? it’s not always money).
87%
of business issues trace back to hidden behaviors you can’t see by observation alone
10 mins
is all Business DNA needs to make the hidden issues visible
100
companies have passed through our Business and Financial DNA assessment, getting exact insights and how to act on them
Financial DNA: Go Beyond Knowing Your Clients. Understand Them.
Markets rise and fall. Life changes. Stress tests relationships. Too often, advisors discover they didn’t know their clients as well as they thought.
That ends now.
BEHAVIORAL ROADMAP
Financial DNA gives advisors a behavioral roadmap with more than 500 insights into client risk, spending, communication, decision-making, and life priorities.
With Financial DNA, you predict and proactively guide your clients.
What Financial DNA Delivers
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Better advisor-client matching: Clients paired with the right advisors are 66% more likely to succeed.
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Stronger communication: Adapt to how clients naturally want to engage.
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Spending clarity: Build realistic, customized financial plans.
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Risk behavior insights: Stay compliant and build resilient portfolios.
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Bias awareness: Help clients spot decision-making traps.
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Market mood management: Anticipate fear or exuberance before it derails plans.
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Goal discovery: Design plans aligned to client values and behavior profiles.
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Quality of life focus: Go beyond wealth to help clients pursue meaningful lives.
Put people first: your team and clients. The rest will follow.