"Having initially provided the DNA Quality Life Performance Pulse check to a potential new solicitor client she later confided in me that it had brought her to tears and wanted to fix some of the underlying problems. After completing the Financial DNA Natural Behavior Profile I arranged a bespoke meeting focusing the questions on her strengths and talents. It was quickly identified that the environment she worked in neither encouraged or remunerated her creative and incredible social and networking skills.  Deep down she knew this was very demotivational but she was loyal.  It was clear that she needed to earn more money and had not addressed this as she preferred the security she currently had.  She needed to work less so she could have a better relationship with her son and had always wanted to write a novel.  

A few weeks later she invited me to breakfast to tell me some great news she was actually going to write a book I thought this was wonderful but having the insight of her behaviour style I encouraged her to look after the money, relationship and job issues first  and not use the book as a distraction. The book would be written, of that I had no doubt, but it would be much better when everything else was in better balance

What a difference a conversation makes! She had been approached by a head-hunter many times before but this time she investigated further having the confidence that she knew exactly what she was looking for – the type of company that would encourage and remunerate her talents, not get her to account for each 6 minutes of time, let her work four days a week to suit her son’s timetable.  I was interviewed by the management consultant brought in by the new firm to recruit someone just like my client to confirm what environment she would thrive in and detail her strengths.

Having lunch just 6 months after our initial conversation this fast paced take charge and unusually social able and creative solicitor had moved to a new firm on exactly the terms she both wanted and needed financially and personally.  The new firm knew exactly why they had recruited her to compliment others in the team – most solicitors don’t fit into her profile.  She was completely re-energised and said she had not been this happy and content for years and was incredibly appreciative of the help and guidance I had provided.  Having learned not to overload herself the book writing will be looked at again in 6 months."

Simon Brown
BPH Wealth Management, UK