Top 10 DNA Behavior Guides for 2020

by Souki Fournier

Whether to help our financial advisors or our business coaches, consultants, and trainers, we at DNA Behavior have dedicated the year 2020 to provide an unlimited amount of resources and behavioral insights. Our weekly Guides, in particular, have known a tremendous success and today we are sharing with you our Top 10 DNA Behavior Guides for 2020.

#1 Goals-Based Planning Guide

Clients and advisors collaborating to build a goals-based, behaviorally focused plan is the new norm. But how to get there? Download our Goals-Based Planning Guide to understand how to map out deeper client conversations that unearth client financial goals and life plans.

#2 2020 Behavioral Finance Guide (RIA)

In today’s day and age, it is undeniable that Behavioral Finance is key to predicting investors’ patterns and help them invest smarter. While most financial advisors are interested in using Behavioral Finance tools, they have not yet found the right resources to provide them with the capabilities they are seeking. Until today! Download our 2020 Behavioral Finance Guide for RIAs and learn how to leverage our expertise and gain a substantial competitive advantage.

#3 The Ultimate Guide to Coaching Extroverts

Extroverts feel empowered by being around other people. They prefer working in groups where the conversation flows and is stimulating. It’s important for extroverts to understand how and in what circumstances to dial down their behavior. Download The Ultimate Guide to Coaching Extroverts and see how leaders, coaches and mentors can help clients & team members thrive while leveraging their strengths.

#4 Unlocking Sales Team Behavior

When was the last time you reviewed your organization’s sales approach strategy? If you are unable to answer this question, this guide is for you! People’s approach to buying is changing. Today, your clients are much more informed and they expect to have a conversation with a knowledgeable person who can either confirm their need for your product or persuade them of it. Download our guide, and learn how to leverage your salespeople’s communication styles and level up your sales approach.

#5 The Guide for Managing Back-Seat-Driver Clients

Is your client overriding most of your conversation time? Constantly interrupting you as you deliver your advice? Always needing to have the “last word”? Well, you are faced with what we call a back-seat-driver client. Though the challenge of managing such clients is quite common amongst financial advisors, the smart thing to do here is to invest in understanding your clients’ behaviors to better communicate with them. To learn more, download our guide.

#6 Loving Our Differences

In business & your personal life, building relationships with people whose innate behavior is different than yours is crucial to achieving success. Just in time for Valentine’s Day – but valuable any time of year – download the Loving Our Differences Guide to build lasting business and personal relationships.

#7 How to Coach Team Members to Achieve Great Success

Knowing how to use the talents and behaviors of individuals to uniquely grow each person and consequently the team requires an investment, not just in leadership time. An investment also must be made in a scientifically validated talent discovery process. Download How to Coach Team Members to Achieve Great Success and see how leaders, coaches & mentors can ensure individuals, teams and organizations thrive by leveraging their strengths.

#8 Developing Rising Leaders, An E-book Guide

“The single biggest way to impact an organization is to focus on leadership development. There is almost no limit to the potential of an organization that recruits good people, raises them up as leaders and continually develops them.” -John Maxwell. Download our guide, and learn how to develop rising leaders in your organization.

#9 The Money Is Moving. Are You Prepared

When it comes to wealth transfer, there is no doubt that financial advisors who have had an in-depth relationship with the entire family will be best placed to retain the family business, when the money moves. The question is, are you prepared? Download our guide to learn more.

#10 How to Balance Quality of Life and Financial Goals

A quality life can be defined as “Successfully integrating finances into a balanced life, and in so doing having the courage to live your unique design, in harmony and without regret.” All financial advisors need to abide by this rule to ensure a healthy life balance for their clients. Download our guide to learn more.