ASPIRE program
The key to long-term success with your clients is your self awareness. Before you can develop a strong sustainable relationship with your clients, or even those nearest and dearest to you, you need to be aware of your personality, your strengths and values.
In our introductory ASPIRE program, we use the Hogan Personality profiling system. A globally recognised system, Hogan’s science of personality measures how we relate to others when we are at our best – and what happens when we become stressed. With an accredited coach as a guide, you complete an online questionnaire that provides an evidence based diagnostic tool for understanding your personality and drivers. This program is suitable for
✔new graduates completing their professional year
✔inexperienced advisers wanting to build a sustainable client base
✔paraplanners looking to step up to an adviser role
You are your own, unique value proposition. As the Cat in the Hat says: “There is no-one alive who is you-er than you!”
Providing financial advice is stressful, and it can feel lonely. We are here to help you reduce stress and build confidence in yourself
✔ identify your key personality traits when you are at your best
✔ understand your strengths and how to apply them in client meetings
✔recognise the signs when you overuse your strengths
✔ map the motives, values, and preferences driving you to be an adviser each day
ASPIRE program includes
2 session engagement, face to face or virtual with your strengths-based coach
Personalised Hogan Insight reports mapping your personality strengths, values and challenges
Let’s chat
Use the Let’s chat box to book your complimentary 15 minute Tea and chat with Penny or one of her team.