Getting Clear on Personal and Practice Dynamics

" " indicates required fields

Demographics

What is your age?

20-29

30-39

40-49

50-59

60+

What is your gender?

Male

Female

Other

How long have you been working in financial services?

0-5 years

6-10 years

10-20 years

Over 20 years

What is your current role or title?

Assessment Items

I am direct.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am outgoing.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I enjoy establishing personal connections with clients and colleagues.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am analytical.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am comfortable challenging my colleagues.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I have more energy than the people I work with.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am patient with others.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I get to the point quickly.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am eager to arrive at work in the morning.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am sensitive to the feelings of others.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am intentional in all that I do.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am supportive of my colleague’s ideas and plans.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

Winning new business is a priority for me.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I enjoy collaborating with other colleagues on projects.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I look for facts and data to support my opinions.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I tell stories when making a point.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I thrive in a structured environment.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I enjoy taking risks.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I easily connect with new employees who join our firm.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am careful when talking with clients.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I prefer to be the one who sets the agenda for our team meetings.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I seek out opportunities to help my co-workers.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am decisive.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I thrive on competing with other advisors.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I don’t manage my time well.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I enjoy solving complex problems.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I tend to be impulsive

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am charming.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I avoid conflicts at work.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I’m not afraid to challenge the status quo when I have the data to back me up.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I speak convincingly when discussing investment decisions.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I can talk to anyone.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I welcome feedback from my colleagues.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I tend to be skeptical of “gut” decisions.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I can be impatient at work.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am super organized.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I tend to overanalyze.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I enjoy debating investment ideas.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

My routine brings me peace of mind.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

My desk is neat and organized

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

Other financial professionals look up to me.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I enjoy hanging out with my colleagues after work.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

Change makes me uncomfortable.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I create a plan for my day and then I stick to it.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I don’t like to upset my colleagues.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I can easily “go with the flow.”

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I tend to trust people I meet.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I don’t hesitate to tell our clients like it is.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

Meeting new people is exciting to me.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

My priorities can easily shift.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I prioritize listening over talking.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I prefer facts over opinions.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I like to take charge of work projects.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I care about what my colleagues think of me.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

Conflict makes me uncomfortable.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I enjoy working on my own.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I care about what our clients think of me.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am comfortable asking tough questions.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I believe everything has its place.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

I am reserved.

Always

Almost Always

Frequently

Sometimes

Occasionally

Rarely

Never

Please read the statements below and choose the one that best describes you. You may have characteristics from more than one of the statements, but please choose the one that most closely aligns with how you generally think, feel, and act.

I prefer to be in control of my work and am quite capable of operating independently. I am decisive in my actions and consider myself a high achiever and someone who thrives on competition. I like to maintain a fast pace at work, and I don't like long drawn-out attempts to reach a decision. I am good at getting things done, and I am not afraid to take risks.

I am enthusiastic, friendly, social, and collaborative. I prefer to be around other people and thrive in the spotlight. My positive outlook and lively nature, makes it easy for me to motivate and generate excitement in others. If the people I'm working with start to get discouraged, I am the one who rallies them and lifts their spirits. I’m never lost for something to say, and I sometimes exaggerate to make my point.

I value personal relationships. I am cooperative and enjoy being part of a team. People describe me as reliable and trusting. Others often come to me with their problems because I am a good listener. I am always aware of others’ feelings, and because of this, I develop good relationships with people. My ability to help others makes me suitable for leadership positions and in which I can help develop others.

I don’t play favorites. I make decisions based on facts and attempt to leave emotions out of the equation. I pride myself on being orderly and prefer to work in an organized environment with clear guidelines. I can and often enjoy working independently. I place tremendous value on accuracy, which means I ask lots of questions, and often need more time to complete a task.

Hidden

D Score

Hidden

D SSD

Hidden

I Score

Hidden

I SSD

Hidden

S Score

Hidden

S SSD

Hidden

C Score

Hidden

C SSD

Hidden

D Pie

Hidden

I Pie

Hidden

S Pie

Hidden

C Pie

Name

First Last

This information will be used to personalize your report.

Learn More

I'd like to know more about DISC coaching or workshops

Getting Clear on Personal and Practice Dynamics

Demographics

Assessment Items

Brought to You by