Archetype Playbook
Micro-strategies for every advisor style
These micro learning videos break down the dominant personality archetypes that shape financial advisor behavior in the field. Each archetype reflects a predictable pattern of motivation, communication style, and approach to selling and relationship management.
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The insight gained here explains why standardized hiring and coaching models often fall short and why performance improves when advisors are selected and supported based on how they are naturally wired.
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Uncover your AdvisorDNA Archetype through 15 focused behavioral questions. Click the button below to get started.
The Advisor Archetype Playbook
Master the art of advisor alignment. In this 10-part video series, learn exactly how to recruit, onboard, and coach the three advisor archetypes for maximum performance.
Advisor Archetypes Introduction
This module introduces the Advisor Archetype framework, which groups financial advisors into three core types: Competitors, Equalizers, and Technicians. Managers learn how each type’s strengths, risks, and motivations impact hiring, coaching, and retention, and how adjusting leadership approach to each profile leads to stronger alignment, performance, and team effectiveness.
The Equalizer Advisor
This module helps leaders identify, recruit, and coach the Equalizer Advisor, a relationship-focused, balanced performer representing roughly two out of five advisors. Learn the key traits that define this profile and apply targeted coaching strategies to build consistency, accountability, and sustained performance.
Advisor Archetype Recruiting Playbook
This module shows leaders how to recruit more effectively by aligning hiring strategies with advisor personality. Learn how to tailor recruiting language, interview questions, and role fit for Competitors, Equalizers, and Technicians to improve selection accuracy, reduce mis-hires, and lower turnover.
Advisor Archetype Team Mapping
This module introduces a practical framework for mapping and developing advisor teams using the AdvisorDNA model. Learn how to diagnose team composition, identify performance gaps, and adjust coaching and hiring strategies to build balanced, high-performing teams aligned with your business goals.
Advisor Archetype Onboarding Guide
This module shows leaders how to design personalized onboarding plans based on advisor personality. Learn how to apply a targeted 90-day framework for Competitors, Equalizers, and Technicians to accelerate performance, build confidence, and improve early-stage retention.
The Competitor Advisor
This module helps financial industry managers identify, recruit, and coach the Competitor Advisor, a highly sales-driven personality type that makes up roughly two out of five advisors. Learn the key traits that drive their success and apply a practical manager playbook to channel their ambition, maintain engagement, and maximize performance while managing common risks.
The Technician Advisor
This module helps leaders understand and coach the Technician Advisor, a structured, process-driven, and service-oriented profile representing about one-fifth of advisors. Learn where Technicians excel and how to apply practical coaching strategies to support prospecting, manage conflict, and place them in roles where stability, clarity, and client impact drive long-term success.
Advisor Archetype Coaching Playbook
This module gives leaders a practical coaching playbook for Competitors, Equalizers, and Technicians. Learn how to move beyond one-size-fits-all coaching by applying targeted strategies, prompts, and best practices that align with each advisor’s motivations, blind spots, and development needs to drive performance and retention.
Advisor Archetype Fit Interview
This module introduces a structured interviewing framework to align advisor personality with role demands. Learn how to use targeted behavioral questions to identify Competitors, Equalizers, and Technicians, spot red flags early, and improve selection decisions to reduce mis-hires and turnover.
Advisor Archetype Retention
This module teaches leaders how to improve retention by aligning motivation and role design with advisor personality. Learn the key engagement drivers, disengagement triggers, and practical retention strategies for Competitors, Equalizers, and Technicians to keep advisors productive and committed.