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Announcing The Values Discovery Process

Simon Reilly

I’ve been working with financial advisors since 1997 using values and behaviors assessments to help financial advisors discover and understand the hidden roadblocks that contribute to their challenges with creating a clear vision for the future, writing a business plan, creating a budget cash flow, managing their time, hiring a team, delegating, marketing their business, segmenting their clients and providing the right customer service.

Let’s look at a values graph that benchmarks the six major values of today’s leading financial advisor and reading the bottom of the graph from left to right they are:

  • Theoretical – the value of information and knowledge
  • Utilitarian – the value of capitalism, money, return on investment and time
  • Aesthetic – the value of architecture, art, beauty, creativity, design, fashion and nature
  • Social – the value of empathy, kindness and people
  • Individualistic – the value of inner strength, leadership and personal power
  • Traditional – the value of rules and structure

 

 

Based on my experience of working with hundreds and hundreds and hundreds of financial advisors, this graph also benchmarks the six major values scores of today’s most successful leading financial advisors and they are:

  • #1 – Utilitarian = 61
  • #2 – Individualistic = 52
  • #3 – Theoretical = 49
  • #4 – Social = 37
  • #5 – Traditional = 29
  • #6 – Aesthetic = 24

To explain the impact of these values scores on your business let’s revisit a few of the issues that are facing today’s struggling financial advisor:

  • Feeling fear from not knowing the answers
  • Feeling inadequate because you either don’t have a business plan or, if you have one, you have not looked at it months
  • Feeling frustrated, being pulled in too many directions at once
  • Feeling nervous about asking for referrals
  • Feeling disappointment with not being able to keep up with the top advisors in your field
  • Feeling despair when you lose control of the sale
  • Feeling anguish when staff members do incomplete work

Click here to find out more about The Values Discovery Process.

 

 

 

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