AdvisorDNA
Navigator
- Research Backed Framework -
Coach the advisor, not the symptoms.
Better coaching. Better outcomes. Better Retention. Better Results.
AdvisorDNA Navigator gives leaders a clear view of an advisor’s SalesDNA so coaching conversations are focused, practical, and personalized. Stop guessing what to coach and start developing advisors with precision.
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We help managers understand how advisors are wired, how they sell, and respond to pressure, enabling coaching that builds confidence, consistency, and performance.
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Designed for ongoing coaching, development conversations, and to drive advisor performance after the hiring decision is made.
HOW TO USE NAVIGATOR
Identify
Quickly identify the Advisor archetype using science and psychometrics as your guide.
Understand
Understand how to navigate the unique personality traits of Advisors to better engage and build trust.
Coach
Discover how to coach various personality types of Advisors to get the best return and help advisors grow.