3 min read
Hugh Massie: Nov 16, 2023 3:27:56 PM
Legacy Planning Advisors tapped into the resources of DNA Behavior to craft highly personalized financial experiences for their clients.
4 min read
Hugh Massie: Nov 4, 2023 10:30:15 AM
AMP’s wealth management team achieved remarkable results by using the DNA Web App to enhance the employee and client experience.
3 min read
Hugh Massie: Oct 16, 2023 10:08:21 AM
Maximum Impact Partners leverages the DNA Web App in their mission to develop some of the most effective sales teams in the financial services...
4 min read
Hugh Massie: Oct 10, 2023 4:06:46 PM
Merit Financial Advisors uses the DNA Web App to find the right talent, enhance team dynamics, and acquire firms that are behavioral fit.
