Behaviorally Smart Advisors Are 40% More Productive

A behaviorally smart advisor is one who:

  • Knows their behavior and can adapt to others
  • Navigates different communication styles
  • Manages their own and others emotions

How does this make an advisor more productive?? Increased behavioral awareness helps an advisor to:Behaviorally Smart Advisors Are 40% More Productive

1. Choose energizing client relationships

By understanding the clients communication and behavioral style, an advisor can more easily build a trusting relationship from the very first meeting.? A client who trusts you is not always second-guessing your decisions and strategy.? When an advisor is in a defensive position, their energy is drained.? Imagine having a full day of interactions with clients who are completely opposite of your style. Not much left in the tank for increased productivity!

2. Capitalize on increased energy when operating in strength zone

The ability to know your behavioral strengths allows you to structure your day for maximum productivity.? If you are more numbers and research driven, having to spend your entire day talking with clients and employees will be draining.? You need to have at least 60% of your day focused on those activities that apply directly to your strengths.

3. Build cohesive teams to leverage their talents

In understanding their own strengths, a behaviorally smart advisor is quick to determine the strengths of others to create a team that can contribute to each others success.? Whether that is staff or strategic partners, an advisor is acutely aware of the synergy that exists when each team member uses their strengths and is acknowledged for them.

Becoming behaviorally smart is truly the key to success.? Because when it comes down to increasing revenues, behavior will drive performance.? As the great management guru Peter Drucker said, Its all about the people.



Peggy Mengel ? Vice President, Human Behavior Solutions Advisor at DNA Behavior

Specializing in financial services, Peggy uses behavioral intelligence to help businesses navigate human differences to unlock performance potential. DNA Behavior helps grow behaviorally smart businesses and financial advisors worldwide to increase competitive advantage using the most reliable behavioral discovery and performance development systems on cutting-edge technology platforms.

Visit the Financial DNA website to learn more about becoming a behaviorally smart advisor.

Peggy Mengel

Peggy Mengel - Business Coach - The Biz Sherpa

As CEO and founder of The Biz Sherpa, I coach and consult with executives on developing deep and strong relationships with clients, staff and most importantly, themselves. When you align your talents, passions and strengths with a strategy that fits your uniqueness, you will transform yourself, your client experience and your business.

Throughout my career, one my driving principles is to understand people before numbers. It is this philosophy that ignites my desire to help financial services firms meet the challenge of driving results through a behaviorally based strategy.

How can your firm balance the demands of effectively managing people and maximizing profits? Start building business from the "inside-out" with a coach who understands your industry and your challenges.

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