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Managing Your Advisor Energy

Simon Reilly

It is said that behavioral style matches the elements of fire, air, earth and water.

These elements demonstrate the following characteristics;

• Fire – Bold, pioneering, competitive, driving, direct, determined
• Air – Optimistic, persuasive, sociable, inspiring, convincing, trusting
• Earth – Adaptable, systematic, logical, patient, relaxed, unhurried
• Water – Precise, perfectionist, orderly, diplomatic, accurate, meticulous

Many advisors have fire in their behavioral style.

Most financial advisor assistants have air, earth and water in their behavioral style and not a lot of fire.

Here’s how each of the behavioral styles deals with change.

• Fire – Loves it
• Air – May not notice it
• Earth – Does not like it, needs much preparation
• Water – Concerned of the effects of change

When it comes to conflict, here’s how each of the behavioral styles reacts.

• Fire – Confront, fight back
• Air – Flight, run away
• Earth – Tolerate, put up with
• Water – Avoid

If the behavioral style of fire is not managed it can create a lot of damage.

The behavioral style of fire is like nuclear power; it can power a region for a thousand years or detonate it in a matter of seconds.

So fire thrives in the ever changing priority world and they can get very frustrated when deadlines get missed and it can feel like a blow up to the other behavioral styles and it will be necessary to apologize and come from a place of leadership and responsibility to clean up the situation.

Advisor: “I would like to talk with you about how I behaved yesterday about the work not getting completed on the XYZ file. I am sorry that I got upset and about what I said to you. I will work on a better management strategy so that the situation doesn’t happen again. I will meet with you every three days to review my priorities and to discuss the progress that you are making.”

Note that there is no YOU in the above paragraph … there is only the “I”.

Free One Page Business Plan Webinars May 11th & 26th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars!“If you don’t get the words right, you might build the wrong business and may never get the numbers right.” 

The dates for the One Page Business Plan(TM) Free Webinars are:

  • Wednesday, May 11that 11:15am EDT
  • Thursday, May 26th at 12:30pm EDT


Who should attend?

  • Do you have too many scattered ideas?
  • Do you need to focus on a few?
  • Do you need to jumpstart your business right now?
  • Do you have no time or interest in writing a 50 page business plan?
  • Do you need to determine if you’re focusing on the right things?
  • Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan(TM).

To Register for the One Page Business Plan(TM) Free Webinar:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

  • Wednesday, May 11that 11:15am EDT
  • Thursday, May 26th at 12:30pm EDT
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