The DNA Blog

Behavioral Science Insights and Thought Leadership

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3 min read

Finding the Best Approach for Each Client

Meeting Client Resistance to Advice and Change “A stressed-out client may not be able to communicate effectively.”

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2 min read

Addressing Mental and Physical Health

Sleep Deprivation Is a Major Signal of Stress “Some clients will be in denial that they are financially anxious. Find out how they are sleeping”.

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5 min read

Responding to Financial Stress in the Moment

Discovering the Real Causes of Financial Anxiety “Clients can ride a downturn if they can master their money energy and channel the flow to the right...

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4 min read

Getting You and Your Team Mentally Ready

Turn Downturn Anxiety into a Once in a Lifetime Opportunity “When the bear growls, stress, and fear rise – stand, do not run.” Whether your clients...

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3 min read

Genuine Identity and Purpose: The Money Will Flow

How does knowing your identity impact how you relate to other people? What part does it play in boosting confidence? Throw the emotional and...

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Creating Wealth Starts With Financial Health

Our behavioral tendencies affect all aspects of our lives, especially our financial decision-making process. Managing money can be a stressful...

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