Optimize Sales Performance:
Chameleon Selling Profile
Understand and onboard new recruits like never before! This DISC-based assessment reveals their personality profile and how they interact with others, ensuring a smooth fit within team dynamics.
Motivators
Discover what drives your team members! This tool uncovers key motivators like money, recognition, or achievement, helping you align with your coaching process and incentives with what matters most to them.
Unlock Your Edge In Leadership:
Ignite Advisor Excellence
Elevate your practice by mastering communication that resonates with every client style. Learn to adapt and respond to the unique needs of each individual, fostering deeper trust, understanding, and success in every interaction.
Sales Strategy Index
Measure selling skills with precision! This assessment evaluates your teams sales competencies, identifying strengths, blind spots and areas for growth to build custom training, accelerate progress and assure their long term success.
Lead With Precision
Equip your team with personalized coaching techniques to unlock their potential, improve their skills, and drive impactful results.
Job Fit
Find the right candidate who will thrive in the role and stick around for the long haul. This report provides deep insights into how well a potential advisor aligns with the demands of the position, their team, and your firm’s culture.
By understanding their strengths, style, and long-term potential, you can make smarter hiring decisions, reduce turnover, and build a team of committed, high performing advisors. Save time, minimize costly mis-hires, and set your new hires up for faster success.
Pick The Right Team
Enhance your hiring process with strategies that focus on selecting team members who possess the right skills, attitude and behaviour to thrive. Go beyond surface level assessments like DISC to see the whole person, ensuring they align with your team’s values and are set up for long term sucess.