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  • Are You Killing Productivity And Creativity

    Are You Killing Productivity And Creativity?

    I work with and coach many leaders and teams. Although each team is unique, there are some common themes I see as performance and productivity blockages. Are you suffering from one of these? 1. You…
  • Kill Me Its Another Meeting1

    Kill Me It’s Another Meeting

    Some meetings should never take place!! When the leader of the meeting has no control over them, they are a waste of time. According to research from Harvard Business School and the London School of…
  • 2

    How Do I Get People to Listen to Me?

    Do you understand the words that are coming out of my mouth? 1998 Rush Hour movie starring Jackie Chan and Chris Tucker How many times have you been in a situation where you were trying…
  • Difficult Conversations After a Confidence is Broken Batch 2

    Difficult Conversations After a Confidence is Broken

    Managing Difficult Conversations in the Workplace The President of a company called together his senior executives and announced that the CEO had a heart attack. The CEO was hospitalized, but after surgery he was expected…
  • Millennial Stereotype Backlash2

    Millennial Stereotype Backlash

    Millennials number 83.1 million and represent more than one-quarter of the nation's population. Source: 2015 U.S. Census Bureau. Millennials have been variously described as enthusiastic, adaptable, entrepreneurial and skilled multitaskers - and as lazy, entitled…
  • Culture Clashes Kill Mergers Batch 2

    Culture Clashes Kill Mergers

    Culture is the set of norms, behaviors, values, beliefs, and interaction parameters shared among a group of people. When evaluating a merger or other significant re-organization, most leaders tend to focus primarily on more tangible…
  • Are your couple clients at risk of leaving your Financial Advisory Firm-

    Do You Have “At Risk” Clients?

    Do you know which of your clients are at risk for: Leaving your practice? Becoming a compliance nightmare? Sabotaging their financial plan? You may have more than you think since customer experience is the internal…
  • 2

    How Do I Get People to Listen to Me?

    Do you understand the words that are coming out of my mouth? 1998 Rush Hour movie starring Jackie Chan and Chris Tucker How many times have you been in a situation where you were trying…
  • The Harsh Reality About Communication Styles

    The Harsh Reality About Communication Styles

    "We treat you like you'd treat you". This commercial gained tremendous popularity for one reason: for effective service you need your communication styles to match each client's unique style. I like transactions that are easy,…
  • Untitled-design-7-720x390

    The Missing Piece of Client Engagement

    No one said it would be easy.? Our inboxes and phones are overloaded with emails, texts and voicemails. Our to do lists have grown exponentially. So how do you create a compelling message to capture…
  • How-May-WE-Help-You-720x390

    How May WE Help You?

      We are all part of teams. We find them in sports, business, and even our personal relationships. Different talents and skills combined together gives you synergy so you accomplish more as a team than…
  • GUIDE-TO-WORKPLACE-STRUCTUR

    Maximizing Organizational Potential Through Learning

    In his 1990 book The Fifth Discipline, Peter Senge coined the term learning organization: "Organizations where people continually expand their capacity to create the results they truly desire, where new and expansive patterns of thinking…
  • Are You Killing Productivity And Creativity

    Are You Killing Productivity And Creativity?

    I work with and coach many leaders and teams. Although each team is unique, there are some common themes I see as performance and productivity blockages. Are you suffering from one of these? 1. You…
  • Millennial Stereotype Backlash2

    Millennial Stereotype Backlash

    Millennials number 83.1 million and represent more than one-quarter of the nation's population. Source: 2015 U.S. Census Bureau. Millennials have been variously described as enthusiastic, adaptable, entrepreneurial and skilled multitaskers - and as lazy, entitled…
  • Culture Clashes Kill Mergers Batch 2

    Culture Clashes Kill Mergers

    Culture is the set of norms, behaviors, values, beliefs, and interaction parameters shared among a group of people. When evaluating a merger or other significant re-organization, most leaders tend to focus primarily on more tangible…
  • HOW TO ENGAGE DIFFERENT PERSONALITIES FOR BUSINESS SUCCESS

    The Key Ingredients for the Perfect Team

    Although most organizational experts agree that teamwork is important to organizational success and profitability, its significance has ballooned over recent years. A recent article in the Harvard Business Review cited that the time managers and…
  • Are You Killing Productivity And Creativity

    Are You Killing Productivity And Creativity?

    I work with and coach many leaders and teams. Although each team is unique, there are some common themes I see as performance and productivity blockages. Are you suffering from one of these? 1. You…
  • BUSTED  - leadership doesnt have to be lonely1

    BUSTED – Leadership Doesn’t Have To Be Lonely

    Leaders set the tone and direction for engagement in the workplace. To do this effectively they need to identify their natural instinctive behavioral talents. These provide reliable predictors of how a person will consistently perform…
  • Kill Me Its Another Meeting1

    Kill Me It’s Another Meeting

    Some meetings should never take place!! When the leader of the meeting has no control over them, they are a waste of time. According to research from Harvard Business School and the London School of…
  • 2

    How Do I Get People to Listen to Me?

    Do you understand the words that are coming out of my mouth? 1998 Rush Hour movie starring Jackie Chan and Chris Tucker How many times have you been in a situation where you were trying…
  • Difficult Conversations After a Confidence is Broken Batch 2

    Difficult Conversations After a Confidence is Broken

    Managing Difficult Conversations in the Workplace The President of a company called together his senior executives and announced that the CEO had a heart attack. The CEO was hospitalized, but after surgery he was expected…
  • Advisors Fooled By Own Biases

    Advisors Fooled By Own Biases

    Some advisors have told me that they will not use a tool because of a warped belief they can read people better. The fact is, we all have personal blind spots and behavioral biases which…
  • Do We Really Know Our Financial Selves?

    With the progress of technology we have got used to instant gratification. We use the internet to research whatever grabs our immediate attention and we use social media to pass this information on. Similarly Reality…
  • Are Advisors Asking the Right Questions?

    "How do financial advisors know what questions to ask if they don't know how to communicate with me?" I wonder how many every-day working people believe that only the rich make long term plans for…
  • Work on Managing What You Can Control

    93.6% of the financial planning process is the behavioral management of the client. This point was brought to light for me in an entirely different situation: traveling in a major snowstorm. “We can’t control the…
  • Are Clients Innately Loyal?

    You work so hard to get new clients but how do you ensure that you keep them? Recent research by PriceMetrix Inc. found that clients rarely leave their financial advisor in the first year.  However,…
  • Why Cant Investing Be Risk Free?

    In writing this piece, I’m inclined to reflect on the saying that “there is no such thing as a free lunch”. Everything in life has both negative and positive aspects to it. It’s just that…
  • Know Your Client Communication Behavioral Finance

    WTF DNA (Why Try Financial DNA)

    So, you've decided that using a behavioral finance tool can help your practice. You have taken the trial, learned from the training how DNA Behavior's tools work, and how to understand your different types of…
  • Are Your Clients Cheating on You- 2 (1)

    Are Your Clients Cheating on You?

    He's Just Not that Into You. Some of you may remember this popular advice book about relationships. So what does that have to do with financial planning? Knowing that 93.6% of the financial planning process…
  • 1-720x390

    Don’t Let Behavioral Biases Cost You Money!

    A key principle to remember is that each client reacts differently to the same market events. This is because they each have a unique mix of behavioral biases. This begs the question, how will you…
  • Does-Behavioral-Coaching-He

    Does Behavioral Coaching Help?

    The ROI of addressing the human side of wealth management has long been questioned. However, we intuitively know that behavioral management of the advisor and client is the primary driver of the end result. There…
  • Focus-on-the-Behavioral-Coa

    Focus on the Behavioral Coaching of Clients

    Have you ever fully dissected the value of the service you are providing to your clients? This is an exercise that I highly recommend you do as a way of reviewing the value proposition to…
  • Millennial Stereotype Backlash2

    Millennial Stereotype Backlash

    Millennials number 83.1 million and represent more than one-quarter of the nation's population. Source: 2015 U.S. Census Bureau. Millennials have been variously described as enthusiastic, adaptable, entrepreneurial and skilled multitaskers - and as lazy, entitled…
  • What Makes a Great Boss?

    The ability of a leader to engage their team is a hot topic these days. The pressure of getting results can often make it difficult to do. Further, typically, many of the people in leadership…
  • 5 out of 60 Cause Execution Blockages

    As a leader have you ever looked into your business to discover where the execution blockages are? If you have done this, did you pinpoint the exact blockage points? Of course, the blockage points are…
  • Management Principle: Misfits

    In today's work environments where staff members are promoted to managers and leaders because they were really good at their craft, we oftentimes miss the most important ingredient as to whether they can truly be…
  • Management Principle: Developing Others

    Once again I assert that to be a professional manager one has to deviate from normal human behavior to do the right thing. Expecting others to "get it" by telling them what to do is…
  • Management Principle: Human Incentive Systems

    I hope your new year is off to a great start as we are all busy implementing new strategies and tactics. Collaboration, knowledge sharing, and teamwork are more critical than ever due to constrained resources.…
  • Business Transformation

    In recent weeks we have strongly focused our messaging around "business transformation". In particular, the need to address the client experience that is being provided in order to transform. So often, leaders regularly talk about…
  • Effective Board Behavior

    In recent months I have written a few blogs about corporate governance and business risk management. I have expressed the view that many of the corporate problems we have today are related to ineffective board…
  • 2

    How Do I Get People to Listen to Me?

    Do you understand the words that are coming out of my mouth? 1998 Rush Hour movie starring Jackie Chan and Chris Tucker How many times have you been in a situation where you were trying…
  • Difficult Conversations After a Confidence is Broken Batch 2

    Difficult Conversations After a Confidence is Broken

    Managing Difficult Conversations in the Workplace The President of a company called together his senior executives and announced that the CEO had a heart attack. The CEO was hospitalized, but after surgery he was expected…
  • Millennial Stereotype Backlash2

    Millennial Stereotype Backlash

    Millennials number 83.1 million and represent more than one-quarter of the nation's population. Source: 2015 U.S. Census Bureau. Millennials have been variously described as enthusiastic, adaptable, entrepreneurial and skilled multitaskers - and as lazy, entitled…
  • Culture Clashes Kill Mergers Batch 2

    Culture Clashes Kill Mergers

    Culture is the set of norms, behaviors, values, beliefs, and interaction parameters shared among a group of people. When evaluating a merger or other significant re-organization, most leaders tend to focus primarily on more tangible…
  • GUIDE-TO-WORKPLACE-STRUCTUR

    Guide to Workplace Structure and Collaboration

    What does true collaboration look like? From a 2008 Guide to Assessing Teamwork and Collaboration published by the Galileo Educational Network, Collaboration is a structured, recursive process where two or more people work together toward…
  • Untitled-design-5-720x390

    What Talents are Lost to Your Business by Pigeonholing People?

    Pigeonholing is any process that attempts to classify disparate entities into a small number of categories (usually, mutually exclusive ones).? The term usually carries connotations of criticism, implying that the classification scheme referred to inadequately…
  • Untitled design (1)

    4 Hacks For Managing Your Nightmare Clients

    Advisors and their staff love to stereotype their clients. Without even realizing it, most firms segment their clients based on communication style using a crude method of stereotyping. While this segmentation is informal, it 100%…
  • Managing The Rise In Clients Non-Financial Issues

    Pull Up The Couch For Your Next Financial Client

    According to David Dubofsky, Ph.D., CFA, and Lyle Sussman, Ph.D. in their study, "The Changing Role of the Financial Planner Part 1: From Financial Analytics to Coaching and Life Planning", approximately 25% percent of the…
  • So You Think You Are A Good Communicator

    So You Think You Are A Good Communicator?

    How many people who call themselves "good communicators" use the below logic to justify their claims: "I know how to read people" "I know people like them, they all work the same" "I'm good at…
  • Kill Me Its Another Meeting1

    Kill Me It’s Another Meeting

    Some meetings should never take place!! When the leader of the meeting has no control over them, they are a waste of time. According to research from Harvard Business School and the London School of…
  • 2

    How Do I Get People to Listen to Me?

    Do you understand the words that are coming out of my mouth? 1998 Rush Hour movie starring Jackie Chan and Chris Tucker How many times have you been in a situation where you were trying…
  • Difficult Conversations After a Confidence is Broken Batch 2

    Difficult Conversations After a Confidence is Broken

    Managing Difficult Conversations in the Workplace The President of a company called together his senior executives and announced that the CEO had a heart attack. The CEO was hospitalized, but after surgery he was expected…
  • Untitled design (1)

    4 Hacks For Managing Your Nightmare Clients

    Advisors and their staff love to stereotype their clients. Without even realizing it, most firms segment their clients based on communication style using a crude method of stereotyping. While this segmentation is informal, it 100%…
  • Find Your Financial Advisor Soul Mate Don't Settle for Less

    Find Your Financial Advisor Soul Mate

    People have unique financial needs; no two situations are ever exactly the same. Finding a financial advisor who really understands us and can deliver advice tailored to the specific situation can make a significant difference…
  • Posted3

    The Four Words You Never Want to Hear

    I'm afraid of you. According to a recent survey (McAdam LLC and Harris Poll 2015) of more than 2000 Americans, 71% said some aspect of meeting with a financial advisor scared them. The most common…
  • Advisors Fooled By Own Biases

    Advisors Fooled By Own Biases

    Some advisors have told me that they will not use a tool because of a warped belief they can read people better. The fact is, we all have personal blind spots and behavioral biases which…
  • So You Think You Are A Good Communicator

    So You Think You Are A Good Communicator?

    How many people who call themselves "good communicators" use the below logic to justify their claims: "I know how to read people" "I know people like them, they all work the same" "I'm good at…
  • Are your couple clients at risk of leaving your Financial Advisory Firm-

    Do You Have “At Risk” Clients?

    Do you know which of your clients are at risk for: Leaving your practice? Becoming a compliance nightmare? Sabotaging their financial plan? You may have more than you think since customer experience is the internal…

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DNA Behavior International was established in 2001 and has become a worldwide leader in the provision of human behavioral solutions that focus on the transformation of how people, families and businesses make decisions.

We offer a wide range of unique human behavioral discovery, consulting, training, mentoring and coaching programs to individuals, families and businesses in over 10 countries. Each program uniquely blends human behavioral discovery with solutions that lead to individuals and families making the right choices and for businesses enhancing the customer service experience. All of these programs draw on very powerful and predictive human behavioral insights obtained from proprietary DNA Behavior personality profiling systems completed by individuals, families and businesses.

WHAT WE DO?

FDNA

Financial DNA (Get Started)

Financial DNA® is a proprietary solution for comprehensively discovering all dimensions of a client’s financial personality based on extensive behavioral finance research to manage decision-making for improving financial planning performance.

CDNA

Communication DNA (Get Started)

Communication DNA® is a proprietary solution used to discover a person’s unique communication and learning style for the real time customization of sales, marketing and service activities to enhance client or customer engagement for improving relationship performance.

BDNA

Business DNA (Get Started)

Business DNA® is a proprietary solution designed to holistically and reliably discover the behavioral talents and communication styles of leaders, employees and customers or clients and then develop how they are performing for improving Business Performance.