​​(847) 868-8806


1316 Maple Avenue #F1

Evanston, IL  60201-4327

Behavioral Profiles for Financial Advisors and their Clients

Skiba Associates © ALL RIGHTS RESERVED. 

As a Financial Advisor, you face a conundrum.  It's important for you to understand your Client's hopes and dreams, so that you can fashion an appropriate financial plan.  On the other hand, you have limited time with them to develop an open and trusting relationship. A behavioral profile can stimulate personal bonding by providing immediate insights and sparking conversation.

We designed a customized behavioral profile and Client debriefing process for Financial Advisors.  The profile is based on the research and products of TTI SI™, the best-in-class provider of DISC-based behavioral profiles for over 30 years.

  • The profile provides a vehicle for a fun yet informative 15-30 minute conversation with a new or existing Client.
  • The Advisor will learn the Client’s key behavioral characteristics, communication preferences, and speed of decision making.
  • The Client in turn will feel that the Advisor is making a special effort to understand them as a person.
  • The profile and discussion accelerate bonding between the Client and Advisor.
  • The result is better customer service, increased AUM, higher retention, and more referrals.

To see a sample of the 8 page behavioral profile report, click here.

To receive your complimentary personal report, please contact us at profile@skiba-associates.com and we will email you an invitation with the link.  It will take you 15 minutes to complete the online questionnaire, and you will immediately receive your 8 page report.