API Security: New Rate Limiting Policy

In early March, we will be adding a new rate-limiting policy for the DNA APIs. This upgrade is to ensure site availability and security in support of all of our customers and partners. While we do not publish a rate-limiting policy, we might temporarily rate limit if we identify traffic that appears to be abusive. […]

2020: Seeing More Customized Behavioral Experiences

Navigating differences is a key problem to be solved as it is a strength when you can do it and a liability when you cannot. That’s at the core of our behavioral insights work over the years, whether looking at the individual, team, organization, family or other scenario, like business-customer, hiring manager-employee or financial advisor-client. […]

How To Build Trust In A Team: A Business DNA Product Upgrade

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 […]

At the year end, looking at the year ahead…

The ever-quotable Warren Buffett says, “Never invest in a business you can’t understand.” Well, as we round out another terrific year, I want to challenge you a bit by noting that many of us regularly invest in people we may not understand. So, why make relatively blind “people investments” when you (hopefully) would not make […]

Behavioral Sciences Firm Continues Growth

ATLANTA, June 7, 2018 /PRNewswire/ — Atlanta-based DNA Behavior International continues its growth and evolution with a member of the executive team taking on a new role. Leon Morales, who since 2013 has served as DNA Behavior’s Chief Relationship Officer, is now Managing Director. “Leon has a deep history with behavioral science tools, as well […]

CEO Year End Newsletter

At this time of year, I want to thank all of you, our clients and partners, for supporting DNA Behavior. We’ve had another exceptional year of growth and could not have done it without you believing in our purpose of guiding people all over the world to become “behaviorally smart” in their life, work and […]

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 […]