“DNA Behavior 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. The firm 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, Managing Director of Strategic Consulting, Envestnet, Inc, San Diego


“DNA Behavior has a unique customer relationship strategy utilizing behavioral finance concepts. Their depth and understanding of how people make financial decisions using their systems is something every firm should incorporate in their sales, marketing, and advisor development programs.”
– Joel Franks, Director of Advisor Solutions Content Development, TIAA-Cref, New York