Profiling Tools for Advisors episode artwork

EPISODE · Dec 31, 2020 · 20 MIN

Profiling Tools for Advisors

from The Authentic Advisor · host Mindshop

There are a multitude of business and personal profiling tools out there, with 25 years' experience in the market, Susannah Brade-Waring, Managing Director of Aspirin Business Solutions, UK talks to Mindshop's Managing Director James Mason about why she selects particular profiling tools over others, the benefits they provide and how best to integrate them as part of a wider advisory business model. Discussion moves to the fundamentals of profiling, the different uses for personality profiling tools versus Motivational Maps® and how to align them with to Mindshop's five phases of business advisory. Susannah talks about how profiling can assist in gathering data and insights, start problem-solving conversations and engage people to co-create, build trust and ultimately successfully implement strategies, revealing some of the hidden traps for advisors contemplating including profiling tools in their advisory offerings with some invaluable tips for success.

There are a multitude of business and personal profiling tools out there, with 25 years' experience in the market, Susannah Brade-Waring, Managing Director of Aspirin Business Solutions, UK talks to Mindshop's Managing Director James Mason about why she selects particular profiling tools over others, the benefits they provide and how best to integrate them as part of a wider advisory business model. Discussion moves to the fundamentals of profiling, the different uses for personality profiling tools versus Motivational Maps® and how to align them with to Mindshop's five phases of business advisory. Susannah talks about how profiling can assist in gathering data and insights, start problem-solving conversations and engage people to co-create, build trust and ultimately successfully implement strategies, revealing some of the hidden traps for advisors contemplating including profiling tools in their advisory offerings with some invaluable tips for success.

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Profiling Tools for Advisors

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There are a multitude of business and personal profiling tools out there, with 25 years' experience in the market, Susannah Brade-Waring, Managing Director of Aspirin Business Solutions, UK talks to Mindshop's Managing Director James Mason about why...

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