In this article you can find a short description of all of the available reports that are in the DNA Platform. Each report description begins with the intended use of the report, at the bottom of this page is a description of all of the intended uses.
|FDNA Summary Report||Investors self-guided: 6 pg overview, risk, behavioral biases|
|Financial Talent DNA Report||Investors self-guided: 1 pg graphing talents on 10 areas of finance|
|FDNA Financial Planning Report||Facilitated: 9 pg in-depth review of risks, biases and relationship factors|
|FDNA Wealth Mentoring Report||Facilitated: 29 pg full detail of all aspects of natural behavior|
|FDNA 1-Page Factor Report||Facilitated: 1 pg overall of all factors and trait scores|
|Financial Advisor Talent Report||Advisors: 1 pg graphing natural advisory talents in 10 areas|
|FDNA Behavioral Management Guide||Advisors: 5 or 9 pg report for meeting prep and managing clients|
|FDNA Investment Risk Report||Investors self-guided: 3 pg overview of risk|
|BDNA Summary Report||Self-guided: 6 pg overview, business risk, communication|
|Business Talent DNA Report||Self-guided: 1 pg graphing talents on 10 areas of business|
|Workplace Operation Report||Facilitated: 9 pg in-depth workplace behaviors, relationship and factor scores|
|BDNA Coaching Report||Facilitated: 28 pg full detail of all aspects of workplace behaviors|
|BDNA 1-Page Factor Report||Facilitated: 1 pg overall of all factors and trait scores|
|BDNA Hiring Report||Hiring managers: 3 pg for interviewing and role alignment|
|BDNA Career Report||Self-guided: 3 pg for career planning|
|Outside Sales Talent DNA Report||Sales manager: 1 pg graphic on outside sales talents for role alignment|
|Inside Sales Talent DNA Report||Sales manager: 1 pg graphic on inside sales talents for role alignment|
|Sports DNA Summary Report||Athletes self-guided: 5 pg overview of talents and playing as a team|
|Leadership Behavior DNA Report||Self guided: 19 pg overview of Leadership Behavior DNA style|
|CDNA Consumer||Self-guided: 1 pg explaining personal communication style|
|CDNA Premium||Facilitated: 1 pg explaining communicaiton style and 4 factor scores|
|DNA Client Service||Service provider: 1 pg customizing service based for communication style|
|DNA Custom Experience||Service provider: 1 pg customizing experiences based for communication style|
|Sales Adaptation||Sales: 1 pg explaining a custom sales process for participant's style|
|CDNA Customized Meeting Guide||Service provider: 2 pg meeting prep guide to customize meeting for participant|
|Ipac- CDNA Client||Self-guided: 2 pg explaining personal communication style|
|BDNA Leadership Performance Report||Self-guided: 4 pg Leadership 360 results report (intended for participant)|
|BDNA Leadership Performance Report (Coach)||Facilitated: 22 pg Leadership 360 results reports (intended for Coach)|
|Quality Life Discovery||Description|
|DNA Quality Life Perf. Report- Advisor||Facilitated: 13 pg Quality Life Discovery results (intended for advisor)|
|DNA Quality Life Perf. Report||Self-guided: 4 pg Quality Life Discovery results (intended for participant)|
|Quality Life Planning||Description|
|Quality Life Planning Report||Self-guided: 8 pg Quality Life Planning Report (intended for participant)|
|Behavioral IPS Report||Facilitated: 6 Pg (Part 1) PDF Report intended to be combined with Part 2|
|Financial Personality Discovery||Description|
|Financial Performance Report||Self-guided: 14 Pg report comparing natural vs learned behavior|
Advisors: Reports intended for the advisors to primarily use internally. These reports can be shared with clients, but we recommend that the advisor reviews them prior to sharing them.
Athletes self-guided: Reports intended for individual sports players to read the self-guided report.
Facilitated: Reports that contain detailed information and are highly customized based on the personality of the participant. These reports are intended for the coach or advisor to facilitate the participant through the report rather than the report be provided immediately to the client.
Hiring managers: These reports contain detailed information that used in the hiring process (hiring questions, role placement, and preferred work environment details). These reports are not intended for the hiring candidate for a job and are only intended for the hiring manager. The Business DNA Summary Report is the intended report for hiring applications of Business DNA.
Investors self-guided: Reports intended for individual investors to read the self-guided report. For couple investors, each individual receives their own report.
Sales manager: These reports contain detailed information that is used in the hiring or review process for sales talents. These reports are primarily intended for the sales manager to review team alignment, however, these reports could be provided to the sales team manager where applicable.
Self-guided: Reports intended for participants to read the self-guided report.
Service provider: Reports intended for service providers to read the report on how to customize the service process for the client / customer.