Plan je Plan

"DNA structureert + completeert op Eigen wijze de Eigen wijze"

Arthur Joosting Bunk


Langen & Partners Financieel Specialisten

"Structuur voor het businessmodel mbt implementatie FLP in eigen kantoor."

Sandra Langen


VFA Financieel Advies

"Veel profielen bekeken waardoor je er meer gevoel voor krijgt.
Inzicht & mezelf beter begrijpen."

Géke Gebert


Januskizuna

"FDNA meets the eyes of the client"
Connectie geven van gevoel wordt op deze wijze makkelijk.

Helma van Wanrooij & Eelkje Oldenburger


Commenssens

"Praktijk bespreken van de vergelijkingen van de profielen. Prima, leerzaam."

Jan van der Wielen


Steur Adviesgroep

"Zeer inspirerend, ik ben helemaal overtuigd, geweldige package.
De mogelijkheden zijn, zeker in de huidige economische situatie, nog ruimer dan ik dacht.
We gaan nieuwe toepassingen ontwikkelen"

Jan en Jeffrey Steur

Confido

"Geweldig inspirerend. Een fantastische tool richting excellent adviseren."

Chris de Vries

Finnovitae

"Het inzicht krijgen in werkelijke drijfveren van klanten en het begrijpen van hun keuzes heb ik van grote toegevoegde waarde ervaren"
Geleerd gedrag vs. natuurlijk gedrag.
"IK in Balans"

Theo van der Stelt & Gerard van der Steen

Cannoo & Redegeld

"2 leerzame dagen. Eerste dag veel theorie, de volgende dag inclusief praktijk waardaar FDNA tot leven kwam. Inspirerend, veel kansen, goede structuur, veel geleerd."

Edwin Redegeld

KD-Advies

"Erg interessant. Kan in heel veel situaties worden toepast.
Fun !!! "

Kees Dullemond


P.B.A. Advies

"Antwoord krijgen op vragen is bevredigend maar leidt zeker tot meer vragen door inzicht.
Zeer inspirerend en uitdagend."
Gelezen uitspraak: Zet geen vraagtekens achter je vragen, maar zet vraagtekens achter je zekerheden.

Ton Verwijmeren


Pieters Singer Teunissen Boer

"Oefenen, herhalen, ervaren tot je het meester bent"

Krijn Teunissen

Marc Wilhelmus Financial Planning

Marc Wilhelmus


Internationaal

"I have been studying a lot about personal finance lately, and all of sudden I saw Hugh Massie's book at my favorite bookstore in São Paulo. The title Financial DNA called my attention. I started reading it immediately and I could not believe what I had in front of my eyes. I was in shock. The concept of Wealth Mentoring, as an integrated and structured process linking financial decision-making to a better quality of life is everything that I was dreaming of, and totally aligned with my business vision. You guys saved my life!"

Ricardo Braga de Andrade
Partner, Venturini Associados Financial Advisors, Sao Paulo


"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 even we even meet a new client (we get new clients to complete the Financial DNA profiles 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 profiles. One or two meetings in particular stand out as being extremely useful as a result of the Financial 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
Principal, Aspire Wealth Management, Dublin


"Since integrating the Financial DNA profiles into our practice, we have benefited greatly in three key areas: 1. with new client communication, accelerating understanding and trust; 2. with existing clients extending it as a gift to enhance communication between spouses; 3. understanding the roles of each member of our team, making sure they are spending more time doing what's natural, which ultimately enhances lives and productivity. We even use it for all our centers of influence, which has helped us determine which clients will work best with which COI and which COIs will be good referral sources. Further, our client meetings have become more productive as we fine tune each meeting to the client's communication preferences."

Ray Glicksohn, CFP
Assante Financial Management Ltd, Vancouver


"Hugh addresses what I believe is the most important aspect of achieving economic freedom: Know Thyself! The financial planning community owes a great deal to Hugh for his contributions."

Elizabeth Jetton, CFP
Strategic Advisor, Mercer Advisors, Inc., and 2005 Chair of the Financial Planning Association, Atlanta, GA


"I’m experiencing some intense and wonderful things with the Financial DNA method. Could not imagine there was an extra level of trust and confidence with clients beyond the trust of managing their investments, but apparently there is. And also I’m discovering more and more about myself while discussing things with clients."

William van der Maas
IVV Instituut voor Vermogensopbouw, Vlaardingen, Netherlands


"Financial DNA is a highway to a quality life with great relationships!"

Marja Lisette Harrijvan
Marja Harrijvan Life Planning & Coaching, Limmen, Netherlands


"We have utilized several different personality profile services to evaluate staff and clients over the years. We found Financial DNA to be very reliable when compared to other test results. The Financial DNA reports for each person were very easy to understand and provided practical understanding of key personality traits that helps the staff and managers to work to their strengths and minimize their weaknesses. The ability to overlay several people together on the same grid provided a unique insight on setting up key work teams for projects.

When we had clients take the test, they valued the fact that we were using innovative tools to serve them better. It helped us understand our client's viewpoint much quicker and allowed us to tailor our advice within a framework they would be comfortable executing. We highly recommend it to our clients and any service professionals."

Greg Crabtree
CPA with Crabtree Rowe & Berger, PC in Huntsville, AL


"I have been using the Financial DNA analysis primarily with new prospects in the 0,000 range. I point out that this is the first step in the CFP process and that I want to get to know the individual as best I can. The main benefit I have seen is that it allows me to customize my presentation to the client - a client may be detail oriented and by overlooking this fact I could lose a new client opportunity. With Financial DNA, I can openly talk about the client’s personality traits and we can be more transparent with each other."

Kenwyn J. Belkot
CFP, CSA, Freedom Financial Corp, Philadelphia, PA


"The Financial DNA system has proven to be a welcome addition to my practice. I know of no better way to enhance the client/advisor relationship than using the profile results to get to the real issues surrounding the client’s natural and learned behaviors on financial matters. Thank you for this extra tool in the tool box."

Dennis L. Eslick,
NetWorth Advisors, Wisconsin


"We had a successful, entrepreneurial couple who had been our client for two years. Periodically, our work with them seemed to get off track and neither we nor the clients were moving forward with a committed approach to their financial plan or strategy.

Then we introduced the Financial DNA Discovery Process to these clients. With this objective information at our disposal, we shared our profiles and reviewed theirs with them over dinner one night, which led to a very positive interaction. Through this review and exchange we determined that the couple both needed substantially more detailed written information, research, and investment options in order to implement their plan enthusiastically. The pressure has gone and the trust and commitment have grown because we now know what they truly want."

John Hillman
Lincoln Financial Advisors


"I am one of several thousand financial advisors in the Houston area. Why should someone come to me for advice? The answer is simple: I use Financial DNA to set the tone of ‘Understanding People Before Understanding Numbers’."

Bruce Woodcock
Bruce Woodcock Financial Services, Houston, TX


"Financial DNA brings life into Financial software."

Jan van Lierop
Sales manager, Infa BV - Capelle aan de IJssel, Netherlands


"I have been using Financial DNA as a behavioral discovery program to compliment my Psychology of Money Process. This enables me now to not only understand both a person’s current psychological condition around money but also uncover their natural behavioral style in making financial and life decisions, and also in how to communicate. The different insights that emerge increase the power of my therapy and coaching."

Dr James Gottfurcht
The President, Psychology of Money, Los Angeles, CA


"I took a Kolbe Job test, and a Now Know Your Strengths test today, and they said I should be incarcerated … I like your stuff better, because I can understand it and I think it understands me and the other folks who took it."

Bob Esperti
The National Charitable Initiative, Tuscon, AZ


"It’s a cliché to suggest that successful financial services begins with good customer insights and segmentation. Needs-based cluster analysis, database mining and the Internet-driven myth of the "segment of one” are often part of numerous customer insight development and segmentation approaches. However, these approaches rarely work. Rooted in cognitive psychology, Financial DNA, allows us to integrate a variety of data describing and predicting customer behaviour in a way that allows financial institutions to more effectively interpret and influence their clients' behaviour. This way, the Financial DNA acts as bridge between the development of segment-specific marketing plans, business models and sales organisations. The Financial DNA approach enables in-depth segment profiling, and the creation of targeted communication and financial plans. Embedding the identification of your clients in the early stages of customer contact approaches, Financial DNA allows you to both identify your clients quicker and better and to serve them the way they would like to be served. On a more personal level, Financial DNA helped us to improve our decision making process, the quality of the relationship with our asset manager and therefore the quality of life."

Winfred Sonsma
Partner, Turms & Sons, Amsterdam


"Well it has taken 5 months, but I finally get the Financial DNA process. The real value of the program for me has been the personal experience and the realization that life is not about money it is about the pursuit of a quality life. If we can help client’s make decisions that are align to their natural behavior – not from the emotion of fear or greed, not that is a WIN-WIN situation. This financial DNA process is about making decisions from this perspective in all areas of our lives. The process has helped me in my marriage, with my family and in growing and developing the quality of my practice."

George Vieth
ING Advisors, Chattanooga, TN


"I want you to know that my wife & I have been experiencing some relationship issues lately, and I encouraged her to take the DNA as a possible tool to help us understand where our personality traits were positively intersecting and where they were clashing. So last night she took the DNA test and printed out the results, from which we spent the rest of the evening discussing & comparing each others' strengths and "challenges". Today, having thought a lot about the process, she came to me and said how happy she is that we took the Financial DNA because "it is so much cheaper than a marriage counselor and more specific & helpful". She's a Driver and I'm a Strategic Thinker, which turn out to be surprisingly compatible."

Name Withheld


"A great lesson in knowing how you are hard-wired to behave and communicate in planning your personal finances is more important than the technical and product aspects of money management."

Susan Bradley, CFP
The Sudden Money Institute, West Palm Beach, FL


"I am currently working with a couple where he sold his interest in a business for million. After first leading them through Financial DNA I was given all their brokerage statements, insurance policy, and variable annuity proposals they had received from seven brokerage firms and an insurance agency.

Using the differences in the husband's and wife's differences in financial personality I have presented them an analysis of their current investments and described how we can design a portfolio to provide enough "safe" money to satisfy the wife and "speculative" money to satisfy him.

Having a common frame of reference, the Financial DNA results, has helped bridge the gap.

The next step is their decision as to how much money to allocate to his and her needs. They are to tell me within the next ten days so I can then make specific recommendations.

This is giving me the opportunity to compete with other financial professionals with whom they have established business roots."

Morris Vickers
Financial Security Advisors, AR