Wealth management is running out of advisors, not eventually, now. Demand for human advice is rising, yet the advisor workforce is shrinking. McKinsey projects a 100,000 advisor shortfall in the U.S. by 2034, and Canadian regulators and LIMRA warn of similar talent pressures. This is not a staffing issue, it is a structural constraint on growth.

Most sales organizations believe they know exactly what makes a great salesperson. Ask a sales leader to describe a top performer and the answer comes quickly: confident, competitive, driven, persistent. The issue is not that these traits are wrong. It is how the conclusions were reached. In most organizations, the definition of a great salesperson is built on speculation disguised as experience, not objective evidence.

AdvisorDNA was created to answer a critical question in financial services. Why do some advisors build trust and grow consistently while others struggle despite similar training and credentials. The answer is not effort. It is alignment. AdvisorDNA is grounded in a psychological truth. Clients instinctively rely on patterns and archetypes to decide who they trust. When an advisor’s natural wiring aligns with how they show up, communication is easier, trust builds, and growth

In ultra high net worth private wealth management, success is rarely accidental. A recent study by Self Management Group examined 162 financial advisors within a major international private bank to identify the traits that separate top performers from the rest. The findings reveal that selection, not training or compensation, is the single highest leverage decision firms can make to drive long term growth and Assets Under Management.