Author Archive for: ryanscott
Entries by Ryan Scott
How To Build Client Trust: A Financial DNA Product Upgrade
When we design feature improvements for Financial DNA, we look at the hot topics that are raised in our Wealth Mentor training and Advisor Community events. Last year, a hot topic was, how to build client trust. I am excited to announce that today, we released an update to the Trust scoring model for Natural […]
One Way a DNA Solution Plays a Role in an Organization’s Big Picture
I was lucky to be part of the team representing DNA Behavior International at a recent 24-hour event in which teams competed to prototype technology for PNC Banks Asset Management Group. We were there alongside other API (application program interfaces) solutions vendors including Microsoft, IBM, and Envestnet Yodlee. The competition was a great opportunity to […]
With the Power of Personality, Make Clients Goals a Reality
The greatest challenge to families setting goals is their behavior. Naturally, each member will have their own views, but only the most outspoken and take-charge individuals will command the stage. And managing these discussions while building group consensus is a skill that only the best-equipped advisors can navigate. We were recently approached by a […]
New reports, new first impressions
You asked, and we listened. Last year, we were asked to give the DNA reports a facelift. We agree that first impressions matter so the products team and I spent the month of January working hand in hand with a graphic design firm to give the DNA Reports a major facelift. At the end of […]
New Business DNA features to save you time
2016 will be a year to remember for the entire DNA Behavior team. The enormous growth has been both exhilarating and humbling. The product and development teams, in particular, will remember this year for not only managing our platform growth, but for also designing, developing, and launching a vast set of new features. A short […]
