DISC Profile System™ Customized Application Reports

Advising with Style^®

The role of financial advisor goes well beyond leadership and providing technical expertise. A very short list of the more typical responsibilities and activities of a financial advisor might include the following:

• Business Development:
  Networking, Handling Referrals, Establishing Relationships
• Client Interaction:
  Gathering Information
  Delivering Plan and Gaining Alignment
  Implementing Plan and Performing Ongoing Follow Through
• Practice Management:
  Hiring, Staff Development, Goal Setting, Dealing with Operational Issues

This specially designed application module will provide insight into how the strengths and weaknesses of your God-given temperament play out as you work through the five responsibilities shown above. Not only that, but you will be able to recognize the temperament of your clients and discern how best to communicate, serve, and lead them based on their temperament, while at the same time taking your own temperament into account. This module will help you apply the insights that you gained from your Personal DISCernment Inventory^® to become effective in finding clients, serving them, and managing your practice.