how to build client trust a financial 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 […]

CEO Newsletter 2018

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

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 […]

Hugh Massie

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 […]

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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 […]

how our wealth mentors serve the worlds families from the inside out

How our Wealth Mentors Serve the World’s Families from the Inside Out

Family Wealth Management is not just about dealing with the money. It is also about family purpose, passing down the values, creating a legacy and importantly a great family Quality Life based on healthy relationships. Sounds routine enough, but it’s not easy. To be successful, very experienced and non-biased family facilitators are needed. Some of […]

FDNA

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 […]

DNA Behavior

Welcome Home Resumes and DNA Behavior Announce Integration Partnership Broadening the Human Resource Experience by Combining Behavioral Insights, Career Coaching, and Job Training.

Welcome Home Resumes (WHR), a non-profit committed to coaching, training and placing veterans into non-minimum wage jobs for successful entry into civilian life, and DNA Behavior (DNAB), the behavioral intelligence business platform that turns personality insights into performance, today announced the availability of an integration between the two human services platforms. Connecting WHRs coaching and […]

Hugh Massie

2017 Trends – Letter from our CEO

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