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The Struggling Advisor – Their Need Of Control Will Make It Impossible For Them To …

Simon Reilly

Let’s look at the values scores of another advisor that is struggling:

  • #1 – Traditional = 63
  • #2 – Social = 61
  • #3 – Utilitarian = 51
  • #4 – Theoretical = 39
  • #5 – Individualistic = 21
  • #6 – Aesthetics = 17

Once again, this financial advisor has a reasonably strong Utilitarian value which makes sense because a financial advisor would likely have a Utilitarian value of capitalism, money, return on investment and time. Again, their all-too-strong Social value is dominating their profitability for the same reasons stated above, but this financial advisor has even bigger challenges as they have a low Individualistic value which demonstrates their low personal power. In addition, the financial advisor’s Traditional value is too high which will result in challenges like:

  • Having a one-size-fits-all planning strategy because they need to stay in control
  • Their need of control will make it impossible for them to delegate effectively and keep staff

Click here to find out more about The Values Discovery Process

 

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