As advisors, we wear many hats – and this is a good thing! The most successful advisors have the ability to flex their skills to meet the clients needs. However, there are times when we can become enmeshed in our preferences, unaware that our styles may be impeding both our own progress and the success of our clients. Take a moment to complete this pop quiz. It is not scientific, but rather, based upon our many years of watching advisors in action.
As you read the situation and then look for the answer that works for you, you’ll quickly see that you do ALL of the things listed. However, for the purpose of self-discovery, what is the FIRST thing that pops into your mind? What is the first reaction that you might have to the situation?
Take the Quiz
Be sure to check out the 5 Advisor Styles article for a more complete description of your quiz results. Remember, many of us tend to combine two or more styles on a regular basis!