What if you knew how a client preferred to receive information before you walked into the meeting?
Some clients want the big picture. Others need the details in order. Some make decisions quickly. Others need time to process. None of these styles are wrong, but they can create frustration when the advisor and client communicate differently.
In this episode of the Financially Fit Business podcast, I talk with Leon Morales, Chief Energy Officer at DNA Behavior, about GoDNA, a new app designed to help professionals better understand how clients think, decide, and communicate.
Leon explains how GoDNA uses behavioral insights to help advisors prepare for client conversations, adjust their communication style, and build stronger relationships.
Why Client Communication Matters
As Leon explains, many business issues come back to communication. A client may not be resisting your advice. They may simply need the information presented in a different way.
For CPAs, advisors, consultants, and business professionals, this matters. If your client doesn’t understand what you’re saying, they’re less likely to act on your guidance. Better communication can lead to better trust, better decisions, and a stronger advisor-client relationship.
How GoDNA Helps Professionals Prepare
GoDNA starts with a short self-discovery process so you can understand your own natural communication and decision-making style. Then, using a client’s first name, last name, company, and job title, the app creates a digital scan that gives communication insights for that person.
Leon describes how the app can show whether a client may prefer more detail, a faster pace, a slower explanation, or a more relationship-focused conversation. It can also compare your style with the client’s style and provide suggestions for how to approach the meeting.
Better Meetings Start Before the Meeting
One of the biggest benefits Leon discusses is preparation. Before meeting with a new prospect or existing client, GoDNA can help you identify the key points you need to communicate and how to present them in a way the other person is more likely to receive.
For a sole practitioner, that may mean slowing down, offering options, or explaining information step by step. For a larger firm, it may even help match a client with an advisor whose style is a better fit.
People Also Ask
What is GoDNA?
GoDNA is a connection intelligence app from DNA Behavior. It helps professionals understand how people think, decide, and communicate so they can have better conversations with clients and prospects.
How can behavioral insights help financial advisors?
Behavioral insights can help financial advisors understand how a client prefers to receive information, make decisions, and work through financial conversations. This can make meetings more productive and less frustrating.
Why do some clients need more detail than others?
People process information differently. Some clients quickly understand the big picture, while others need a more step-by-step explanation before they feel comfortable making a decision.
How does GoDNA create client communication insights?
GoDNA uses a digital scan based on a person’s name, company, and job title to create communication and behavioral insights. These insights can help professionals prepare for meetings.
Who can benefit from using GoDNA?
CPAs, financial advisors, consultants, and other client-facing professionals can benefit from GoDNA if they want to improve communication, reduce friction, and build stronger client relationships.