Understanding the personality types of your clients will lead to greater client satisfaction and smoother relationships. Whether you use Myers and Briggs or Colors or some other model, just know that each client has a dominant style and you need to be able to understand that style and communicate with them with that style in mind.
Husbands and wives very often have opposite personality types which can lead to very different reactions to risk and reward. Knowing this ahead of time will allow you to address these issues in the right way to the proper party; making them both feel more comfortable and ultimately getting the outcome best for all.
Asking a number of probing questions during the financial planning and profiling phase can also yield a wealth of information about personality types.
For example, asking a person how they recover after a long week of work may tell you if they are an introvert or extrovert. If they prefer to curl up with a book in their favorite chair, there is a pretty good chance they are an introvert. If, on the other hand, they can’t wait to get to that neighborhood party and see everybody, they are probably an extrovert.
This may not help you with the risk issues, but it sure will explain why they always regret your client appreciation dinners.
Understanding personality types can add value to the way you deliver advice and service to your clients….build it into your ongoing service model.
Of course, please let us know if we can help. Our exclusive website and coaching services are dedicated to helping you bring balance to your life, improve the overall focus on your practice and give you the time to grow significantly.