Testimonials

• “My family retreat in January went EXTREMELY well.  Everyone really loved the DNA discovery process.  The whole family is using it when discussing business and family matters.  It was a huge hit.  I am administering it to several other families now as well.  It is a fabulous assessment instrument!”
  
  Tammy Surratt
  President, Legacy Family Office

• "I got interested in Communication DNA solution as soon as I saw its presentation at the meeting of the group of European financial planners from the Financial Planning Association in 2009. Our banks and financial companies tend not to pay enough attention to client effective communication – they are mainly interested in the level of sales. I decided to try to introduce the Communication DNA solution in my own consulting company. In addition, I have included it into my financial planning seminars for banks and investment companies.
  I saw great interest in this solution on the part of bank and investment managers that are working with clients. They considered the Communication DNA a highly useful program to help them better understand their clients’ subtle needs and preferred type of communication. As far as my company is concerned, we’ve bought a one-year license to use the Communication DNA in our business. We consider the Communication DNA to become one of our significant competitive advantages, which is essential in such an emerging market like here in Russia."
  
  Natalia Smirnova
  General director
  “Personal advisor”

• "Just going through my DNA Report. I can't believe how accurate this test is of me."
  
  Isaac Alatorre
• 

• "Communication DNA is a great way to kickstart relationships to get a quick and accurate understanding of the client for the first meeting, and can be followed up with the Financial DNA Discovery Processes for deeper discovery when the financial plan is being prepared". 
  
  Haynes Kendall
  President
  Capital Financial Consultants

• "I just wanted to say how insightful I found the process and how interesting the report was."
  
  Tony Blower

• “It really helped me understand myself & my fellow classmates. I truly believe that the more people, especially students, understand themselves & each other, the more productive we will be."
  
  Jennifer Calvi
  Texas Tech University

• A client of George Vieth, one of our leading Wealth Mentors, recently made the following comments about her positive experience: "We had always had good communication, but once the results were in from my Communication DNA Report, my advisor was able to help me plan for my future in ways that actually worked with my personality and needs. I am able to better understand what drives my own decision making."

• "DNA provides not only accurate insights into the clients emotional requirements, but also provides a wonderful array of specific topics to discuss with the client allowing us to be crystal clear about who the client is and what they want from us. We use it with every client right at the beginning of our engagement process."
  
  Justin Hooper
  Managing Director, Sentinel Wealth Management

• "I wanted to share another successful DNA story with you.  I met with clients (a couple) of mine yesterday who I have worked with for around six years now.  The purpose of the meeting was to go over the results of their reports.  We had so much fun and I really got to know them better.  The reports didn’t reveal anything about them that I didn’t already know - they just made me feel very confident about my previous observations and gave my clients an “aha” moment that I really know them."
  
  Kimberley Holcomb,
  CFA, MBA, Wealth Advisor*
  Holcomb Wealth Management, Texas

• "Hugh Massie excels at helping firms transform their client experience through a deeper understanding of behavior and its impact on the relationship management and wealth management processes. His firm, DNA Behavior International, is one of those rare businesses with the very real potential to revolutionize an industry. I have seen his potential to act as a catalyst in the growth and development of thriving independent advisory businesses firsthand, and highly recommend his firm's services."

  Matthew McGinness,
  Owner, Best Practice Research

• "Over the last 10 months, we have used the system for over 50 clients, principally high net worth individuals and their life partners. Apart from being an exceptionally useful tool in identifying issues before we even meet a new client (we get new clients to complete the DNA Discovery Process before they come to the first meeting), it has shown up issues with long established clients who I thought I knew very well. Learning about these “hidden traits” has changed the whole client dynamic entirely and leads to a deeper and far more profitable relationship for me. This has become the cornerstone element of our new fee-based advisory service and it is surprising how interested clients are in it before they even complete the online discovery processes. One or two meetings in particular stand out as being extremely useful as a result of the DNA process.
  
  What I am finding now is that once a client agrees on a course of action after going through the full process, the size of the deal is far larger than I was concluding in the past. In addition, nobody backtracks and changes their mind on decisions that were taken in these meetings. This latter issue wasn’t always the case in the past, especially with new clients."
  
  Eamon Porter, QFA, FLIA, ACII
  Aspire Wealth Management (Dublin Ireland)

• "DNA made us realise that every client deserves personal communication style and a unique plan based on his true passions. We took it yet one level higher and built our quarterly reports based on their unique DNA style so we can keep the relationships with our clients as long as possible into the future.
  
  Using DNA is the finishing touch to our financial planning & investment management services. It completes the 'client best interest' process."
  
  William van der Maas
  CEO & Founder IVV Instituut voor Vermogensopbouw

• "Powerful processes that I can use to gain deeper insights into how different clients make financial decisions and also enable me to differentiate my business."
  
  Sacha Millstone
  Senior Vice President - Investments, Raymond James and Associates, Inc

• "The DNA Discovery Process is now an integral part in our approach to planning from the client's life perspective and helping our client's achieve their life purposes. The process has enabled us, and our clients as well, to more quickly get to know their unique personality, aptitudes and talents. The process has also helped to further deepen the quality of the long-term relationships we strive for with our clients."
  
  Jerry Black
  Legacy Planning Group Inc.

• "Realized the need to adjust my personality to my clients"