You're In!

Watch the video and follow the steps below to get ready for the upcoming presentation...

OK, what's next...

There are 8 different Advisor Profiles. Find out what style of Advisor you are that will play to your natural strengths...

1.

First step, complete your DISC + Profile...

Get insights into both your natural and adaptive behaviours.  After clicking below you’ll be asked to conduct a questionnaire. Once you’ve completed the questionnaire (about 15 minutes), you’ll be sent your Innermetrix DISC+ Profile directly to your email address. 

As an extra, we’ve included a Values Profile (combined with the DISC profile, hence ‘DISC +’). We will be referring to this during the upcoming presentation. These are done with clients to assist with leadership development…

*Please make sure you check your Junk folder as your system may not recognise the email address that the profile is sent from.

START MY PROFILE

2.

Now to the Advisor Profile...

Download the Advisor Profile on the button below.  Probably easiest if you print it out.  The Advisor Profile will debrief the DISC profile.  Follow the instructions on each page and you’ll establish which of the 8 Archetypes is a match for your style.

Please note in some browsers, The Advisor Profile may or may not download automatically. Check your Downloads file or check for a Downloads icon on your browser window to retrieve your file.

DOWNLOAD MY PROFILE

3.

In case you missed it...

The prospectus outlines many parts of the advisory business and will get you clear about the style of service our advisors offer… Download here if you missed it…

DOWNLOAD PROSPECTUS