DNA Accredited Financial Advisor Training

DNA-Accredited Financial Advisor Training Provides Edge

We are excited to be hosting DNA Accredited Financial Advisor Training for two days, April 24-25, in Atlanta. Space is limited, so please register soon. The comprehensive workshop ...
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Career Profile Tool Helps Prepare Vets for Civilian Employment

Our DNA Behavior team came to know Joe Corsino, founder of The Welcome Home Group, and the groups Career Readiness Program, and saw a role within it for ...
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The Ultimate Cheat Sheet On FINRA Firm Culture

The Ultimate Cheat Sheet On FINRA Firm Culture

It has been more than seven years since the financial crisis, yet some firms continue to have significant violations due to poor cultures of compliance, FINRA Chairman and ...
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Know Your Client and let them share in the experience

Know Your Client and Let Them Share in the Experience

The question we are most often asked is will my client want to participate in the Financial DNA Discovery Process? Our Wealth Advisors have had very few clients ...
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Investment Committees through the Behavioral Intelligence Lens

Most investment committees have a very clear mission: Serve as stewards for assets of the organization they represent. Recruiting the right people to do that is critical to the success ...
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Are your couple clients at risk of leaving your Financial Advisory Firm-

Are Your Couple Clients at Risk of Leaving Your Financial Advisory Firm?

Statistics shows that 70% of couple clients are at risk of leaving their Financial Advisor if one of the spouses divorces or dies. What is driving this high statistic is ...
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Clients Enjoy Participating in the DNA Behavior Discovery

The question we are most often asked is "will my client want to participate in the Financial DNA Discovery Process?" Our Wealth Mentors have had very few clients resist participating ...
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Using an Enterprise Behavioral Program to develop Operational Insights

People problems within multi-function corporate teams are often the result of a lack of Interpersonal Operational Insights based on behavioral assessments. While executives have a multitude of metrics ...
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