Getting Clear on Personal and Practice Dynamics " " indicates required fields DemographicsWhat 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 ItemsI 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. 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