Insights Profiles - Deepening Client Relationships

The better we understand and communicate with our clients, the better we can serve them and the deeper our relationships will grow.

Here's an example: Your Clients are a husband and wife. He is by nature very outgoing, trusting, and makes decisions quickly. She is by nature more reserved, skeptical, and is more measured in her decisions. As an advisor, you want both the husband and the wife to understand and be enthusiastic about implementing your recommendations. It's easy to see how this couple may require two different approaches in education, amount of supporting material, and decision timing to help them come together and make the best decision possible. When you are aware of and understand these dynamics, you can proactively address them to the benefit of you and your client.

This is exactly what the Insights Assessments & Profiles are designed help you do for your clients.

Our Clients have different personality types that impacts their communication and decision-making styles. Mix that with the third leg of the stool, you the Advisor, and this triangle can cause communication breakdowns and barriers to effective decision-making. So if we have a husband, a wife, and an advisor working together, we potentially have three very different personalities trying to understand and be understood by each other. As advisors, the natural tendency is to communicate with our clients in our preferred style. For example, if you are analytical and a slower decision-maker by nature, your natural tendency will be to treat your clients as if they are analytical and slower decision-makers. This will probably work great if your styles happen to match. But if your styles clash and you aren't aware of it, it will likely lead to miscommunication, frustration, and ineffectiveness for both you and your clients.

Using the integrated Insights Assessments & Profiles with your client can help you turn this potential negative into a positive.

Insights Assessments & Profiles are:

Integrated directly into Tailwind.
Seamless continuation of the data collection process for your clients. No need to send your client to another site to obtain this valuable information.
Reports are delivered directly to you inside Tailwind.
Additional actionable information at your fingertips.
Better understand and more effectively communicate with your clients.
Avoids hidden barriers to effective decision-making.

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