Additional DNA Behavior Discovery Processes

We offer an extensive range of DNA Performance Solutions and Quality Life Services that leverage the behavioral insight obtained into key areas such as communication and relationships, business leadership and management, financial decision-making, family succession, sports performance, planned giving, entrepreneurship and general personal development. In this regard, we have customized our DNA Behavior Discovery Process into separate products that are tailored to the specific application and area of focus. The specific applications include:Know Your Clients, know yourself


Family DNA Discovery - for creating sustainable family performance by building family relationships and improving how families and their advisors make life, family succession, financial and investment decisions.

Philanthropy DNA Discovery - for creating sustainable planned giving by understanding the unique strengths, motivations and perspectives for each person in giving their time, talents and money.

Couple DNA Discovery - for creating sustainable relationships between couples and partners by understanding the differences in their talents, and making life and financial decisions.

Sports DNA Discovery - for improving sports performance by transforming player, team and coach interaction.

Personal Life DNA Discovery - for developing your strengths to increase personal and business performance.


Please contact us with any questions regarding our DNA Behavior Discovery Processes.

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Financial DNA Solutions

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» The Platinum Standard
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assessment methodology for performance
development and behavioral discovery.

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» Measuring the Benefits of

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» What People Are

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» The DNA Behavior

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Financial DNA Solutions