Who is DNA for?

DNA (Dynamic Needs Analysis) is designed for financial professionals who want a clearer and more efficient way to understand their clients’ needs and provide informed recommendations.

Financial Advisors

DNA is ideal for advisors who work with individuals, families, business owners, and clients with complex financial situations. If your role involves gathering client information and providing guidance, DNA supports that workflow from start to finish.

Insurance and Planning Professionals

DNA is used by:

• Life insurance advisors

• Financial planners

• Wealth and investment advisors

• Benefits and group insurance advisors

• Financial coaches and consultants

DNA gives these professionals a structured way to identify needs, gaps, and opportunities.

Independent Advisors and Teams

DNA works for:

• Independent advisors who want a streamlined process and less manual work

• Agencies and multi-advisor teams who need a consistent, compliant approach across their practice

When DNA Is the Right Fit

DNA is a good fit if you want to:

• Reduce manual data entry

• Improve accuracy in needs analysis

• Explain recommendations more clearly

• Support compliance with structured workflows

• Standardize your advisory process

• Use AI to enhance conversations and efficiency

Summary

DNA is built for advisors who want to save time, increase clarity, and provide clients with confident, data-backed recommendations. It supports both solo advisors and larger teams.