We Just Added a Ton of Value to Your Account… 47 Pages Worth

We just launched a powerful upgrade to your web app experience — and it’s already available in your account!

See the DNA Behavior Platform

DNA Behavior users now have access to a customizable long-form behavioral insight report. This new report is designed to transform how advisors, coaches, consultants, and organizations deliver behavioral assessments, financial behavior analysis, and leadership profiling. It gives you more data-driven tools to help people discover their natural talents, make better decisions, and improve performance. It’s one more way you can elevate client and employee experiences!

A New Era of Behavioral Insight and Personality Assessment

The new DNA Behavior Coaching Report combines over two decades of behavioral research, behavioral science, and client feedback. This isn't just another personality profile —it goes deep into individual personality traits, communication styles, and money attitudes. And, it’s not just for coaches!

The report was developed as a go-to resource for any business leader who wants to enhance decision-making and nurture the talent and productivity in their organization. For example:

• Executive and leadership coaching
• Talent development and training programs
• Financial planning and advisory services
• Advisor-client matching
• Career and personality testing

"Industry pros want in-depth reports their clients and employees can take away, reflect on, and grow from— and to highlight their brand in the process. That’s why we created this adaptable report — blending money insights, personal discovery, and years of feedback into one powerful experience that can be branded for any firm."

-Ryan Scott, Head of Product

So, whether you're focused on performance improvement, enhancing psychological safety, or understanding your clients' relationship with money, this report can facilitate real transformation.

Fully Customizable and Branded to Match Your Business

This behavioral report can be white-labeled to align with your brand, complete with your company’s logo and color palette. You can configure the layout to show only the behavioral insights you need, whether you’re focused on:

• Workplace behavioral assessments (33 pages)
• Financial behavior insights (37 pages)
• Or a combined view with all 47 pages of content

It’s the perfect solution for delivering personalized reports at scale across coaching, leadership development, financial planning, and internal HR programs.

Modular. Configurable. Scalable.

With the ability to turn sections on or off, this report easily adapts to your needs:

• Financial Insights: Deliver only the financial behavior insights for clients focused on money decisions.
• Work Talent Insights: Focus solely on workplace behavior and leadership traits for team coaching.
• All Insights: Use the combined version for a full view of the person behind the profile.

What’s Inside the 47-Page Behavioral Report

This new report enhances every aspect of the user journey with advanced personality data, interactive content, and deeper levels of self-discovery. It includes:

✔️An Overview of Unique Behavioral Styles

• Personalized behavior profile overview
• QR codes linked to short video summaries for each personality type
   

✔️Full Score and Trait Analysis

• All 10 unique personality styles
• Overview of 64 behavioral factors and subfactors
• Detailed breakdown of each individual’s dominant personality traits, natural strengths, and performance environments
   

✔️The New Factor Relationship Insight

• A brand-new section combining your top 2 personality traits into a unique descriptor
• Helps users understand their core behavioral identity in real-life scenarios
   

✔️Results vs. Relationship Metrics

• Helps individuals identify if they’re more task-oriented or people-oriented — crucial for leadership development and team alignment
  
  

✔️In-Depth Workplace Behavior & Reflection

This section guides users through 14 behavioral dimensions relevant to workplace success:

• Communication style
• Decision-making approach
• Emotional triggers
• Natural leadership strengths

Each topic is paired with reflection questions, visuals, and behavioral charts to support career development, role alignment, and team collaboration.

✔️Financial Behavior Insights & Reflection

When stress rises, money behavior often changes. This section of the report focuses on the psychological and behavioral aspects of money, helping clients and employees alike improve financial decision-making.

• 15 insights into financial personality and behavior
• Charts visualizing the 16 behavioral biases
• Overview of risk tolerance, saving habits, and financial behavior style
• Exercises to uncover emotional biases and identify spending/saving patterns

This is the ideal tool for financial advisors, wealth coaches, and any professional working in financial wellness.

Get Actionable Strategies Based on Behavioral Data

This is more than a free personality test or one-off career test — it’s a comprehensive system for identifying key behavioral drivers and giving people actionable strategies to succeed in life and work.

It supports every use case from personality insights to behavioral finance technology, giving you the flexibility to serve individuals, teams, and organizations with one cohesive tool.

Access Your Upgraded Report Now

This major upgrade has already been added to your account. Just log in, choose your preferred settings, and start delivering better insights today.

Not a DNA Behavior client yet? Schedule a Demo to experience the power of this customizable behavioral finance and personality profiling tool.