10 Unique Styles

Powered by Natural Behavior, Financial DNA pinpoints virtually every human habit: the way investors and financial advisors communicate, invest, work, and live. While the platform measures 500+ unique insights, the system is easy to use. It groups financial advisors and investors into style groups or people that have similar traits. We call these groups the Financial DNA Unique Styles.

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Adapter

Adapters are unique in that they have the ability to be able to adapt to the needs of their environment and display whatever behaviors are necessary for success. They are very versatile and will generally partner and team well with others. They can generally perform well many tasks relating to achieving their goals and managing their performance and operate most effectively when they have very clearly defined expectations and boundaries.

Closest advisor match for Adapter clients:
Facilitator, Community Builder, Relationship Builder, and Adapter

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Community Builder

Community Builders excel at meeting people and promoting cooperation among groups of people. Their natural inclination is to help and support others to carry out an activity or transaction. They are attentive to both people and tasks and influence others through empathy and supportiveness. Once convinced of a course of action, they will encourage others, operate diligently, and collaborate to achieve the goal. They seek supportive relationships that are appreciative and empathic towards one another.

Closest advisor match for Community Builder clients:
Facilitator, Community Builder, Engager, Relationship Builder, and Adapter

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Engager

Engagers are comfortable connecting with people in a broad array of situations and being able to use their natural enthusiasm to promote. They build their life and career around who they know and being outgoing. They approach situations enthusiastically, especially when they are passionate about the outcomes, and enjoy new opportunities, and starting (rather than finishing) new projects and goals.

Closest advisor match for Engager clients:
Community Builder and Engager

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Facilitator

Facilitators are good at guiding people with feelings yet with the determination to reach goals and accomplish tasks. They are well suited for situations where setting the agenda and recognizing the needs of other people are required. They flourish in an environment where there is plenty of stability, group decision-making is needed, and where they are recognized for the contribution they make.

Closest advisor match for Facilitator clients:
Facilitator, Community Builder, Relationship Builder, and Adapter

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Influencer

Influencers usually like to take all opportunities for being in front of people and to be at the center of decision-making. They are able to engage and motivate people into action through their powerful verbal talents and overall level of enthusiasm. They will wholeheartedly invest time and effort into developing others and their personal performance towards goals, particularly strategies that they see significant potential in.

Closest advisor match for Influencer clients:
Influencer and Initiator

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Initiator

Initiators like to take bold, aggressive actions and create the rules. They will prefer to lead decision-making, setting the agenda for others to follow, and monitoring the timely completion of tasks. They are goal-driven people who like their expectations managed and not to get caught up in unnecessary details. Their decision-making will typically be fast-paced and rational. They will not be afraid to take on challenging assignments or to accept a lot of risks to realize their ambition.

Closest advisor match for Initiator clients:
Influencer, Initiator, and Strategist

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Reflective Thinker

Reflective Thinkers are serious, focused, and analytical in their approach to everything they do. They enjoy thinking through problems and researching information. Their accuracy and precision are valuable in any group setting, and they bring objectivity to decision-making processes. Typically, they will prefer to follow guidelines in completing tasks and will expect cooperation to be given.

Closest advisor match for Reflective Thinker clients:
Reflective Thinker

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Relationship Builder

Relationship Builders will be comfortable and operate at their best when given the opportunity to work with and serve others. They are friendly, kind, and empathetic to others they interact with and gain fulfillment by helping others to achieve their goals. Their preference is to live in a stable environment and make decisions based on history and security.

Closest advisor match for Relationship Builder clients:
Facilitator, Community Builder, Relationship Builder, and Adapter

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Strategist

Strategists naturally blend their strong drive to reach key goals with sound knowledge, high-quality processes, and quality control standards. As a result, they are equipped to be strategic players in situations where achieving results is a priority. They have the ability to achieve ambitious goals and concentrate on matter-of-fact, practical issues. They also have a rational, impartial approach that enhances their ability to make difficult decisions.

Closest advisor match for Strategist clients:
Initiator and Strategist

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Stylish Thinker

Stylish Thinkers enjoy interacting with others and to get the most out of any situation. In making decisions they require precision, technical information, and the latest trends that will fully inform them that they are getting the best solution or outcome available. They also like to be able to test ideas in discussions with other people. They will usually be strong in following through on their goals but may need some help in developing their personal vision.

Closest advisor match for Stylish Thinker clients:
Stylish Thinker

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10 Unique Styles

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Adapter

Community Builder

Engager

Facilitator

Influencer

Initiator

Reflective Thinker

Relationship Builder

Strategist

Stylish Thinker

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