During a recent presentation, I shared our unique DNA Behavior Discovery assessment process (think probing questionnaire) on screen and a skeptic gasped, No one will spend the 10-minutes to do this. I found this surprising and it has still not escaped me. With all the time we spend on inane things (satirical YouTube videos, social […]
Individuals often marvel at the amount of data that we have available with the DNA API. The follow-up question (often with skepticism) is what personal information DNA requires in order to provide it. We can now say: “None”, “zero”, “zilch”, “zip”, “nada”. With the DNA API, participant data can remain completely anonymous – we don’t […]
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 […]
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 […]
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 […]
