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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 our leading Wealth Mentors who have been using the Financial DNA systems for years have mastered the ability to guide families in addressing the unique blend of:

  1. Relationship continuity (the priority)
  2. Values continuity (the priority)
  3. Business continuity
  4. Financial continuity
  5. Philanthropic continuity

One of our Master Wealth Mentors is Mike Beduze who has developed a series of family mentoring and development programs and tools under the Da Vinci Global Consulting brand. To learn more, click on the following link:

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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 March, the Financial DNA, Business DNA , and Communication DNA reports will all have new report covers which will align with all of the supporting marketing and training collateral we provide.

Our products team currently has their sleeves rolled up converting all of the current co-branding settings to work with the new reports. When this feature goes live, your existing co-branding will appear on the new report, automatically, in the same spot, with the same size and clarity.

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BDNA_Product release notice

New Business DNA features to save you time

2016 will be a year to remember for the entire DNA Behavior team. The enormous growth has been both exhilarating and humbling. The product and development teams, in particular, will remember this year for not only managing our platform growth, but for also designing, developing, and launching a vast set of new features.

A short list of our accomplishments includes an entirely new mobile platform, a standard API kit, connecting Communication DNA to Facebook, and a new Support Center. As exciting as all of the cool enhancements already delivered in 2016, they pale in comparison to what we have launched most recently. Below are the Q4 developments for Business DNA.
Also, links to other enhancements included in this launch are located here for Communication DNA and here for Financial DNA.

Improved Leadership 360 Reporting:
Added section and column headings to the Leadership 360 Report Appendix make interpretation easier.

New Communication DNA client dashboard:
Communication DNA has received a major facelift in this release. Now customers are greeted with the client dashboard (below), after they complete their discovery process.

 

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Communication DNA social sharing:
Communication DNA participants can now share their results on Facebook, Twitter, Linkedin and via Email.

New Interactive Game for Communication DNA: How do I communicate to others?
DNA Behavior has enhanced nearly 20 million relationships worldwide by educating individuals about their personality and empowering them with tools to adapt their style to meet the needs of others. In this release, we have launched a new game for users to see how they should shape their communication for others.

Faster Comparison, Group & Team Report Generation:
October upgrades included making the creation process for the Comparison, Group and Team Reports easier. Now, we have enhanced the user experience even further to minimize your mouse clicks.

Create a Comparison Report
Create a Team Report
Create a Financial DNA Group Report

Faster client searching:
Behind the scenes changes now make searching for clients and loading customer pages 50% faster. Check it out here.

Support Center integration:
Our Help & Support Center received a face-lift and then integrated into the DNA Platform. Check it out here.

Automatic report descriptions on the client page:
The DNA Platform is packed full of insights and reports. To help you understand the options, we’ve added dynamic text on the report generation screen. Below is what this looks like on the screen. If you want to explore all of the reports, you can by clicking here.

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Brazilian Portuguese updates:
Both Business DNA and Financial DNA have new refined language for our Brazilian-based users, and we’ve made the general experience better than ever.

Wealth Management Psych Out

In “Wealth Management Psych Out”, Donna Mitchell explains how behavioral finance has moved from theory to practice, informing tools and techniques for connecting with wealthy clients.

Included in the article is an interview from Hugh Massie, President of DNA Behavior International and a former financial advisor for wealthy families and entrepreneurs. He discusses how he was driven to develop the Financial DNA program after a friend asked him what he was passionate about. “I decided I was passionate about the human side of wealth management,” Massie says.

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