Elite Financial Advisors Starts Here!
Your Blueprint for Better Advisor Hires
More than 300 companies trust our financial advisor sales assessments because it works. They help financial sales leaders choose the right people before they hire them. Our assessments reveal a candidate’s true potential, how they sell, and whether they will succeed in your organization. Each profile is tailored and benchmarked to your sales environment and has been proven to increase the accuracy of hiring decisions and strengthen coaching conversations. You will save time, reduce costly mis-hires, and build a team of producers who perform. Try our assessment and see, with certainty, who is built for financial sales.
The 4 Advisor Success Drivers
Core Revenue Traits
Can they generate sales?
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Prospecting Ability
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Closing Sales
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Handling Objections
Growth Capacity
Will they improve over time?
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Coachability
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Openness to Feedback
Role & Team Fit
Will they succeed in your environment?
Execution Style
How do they operate with clients?
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Independence vs. Collaboration
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Sociability
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Analytical Orientation
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Results vs. Service Orientation
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Urgency vs. Relaxed
AdvisorDNA
Performance System
Are you struggling to fully understand how to select great advisor teams? Our comprehensive operating system is designed to make more coherent decisions for the selection of your financial advisory firm team members.
Learn how we help you navigate a full in-depth analysis your candidates strengths and growth opportunities. Engaging with us marks your move towards gaining deeper insights.
I'm Here To Help!
My name is Robert A. Dougan, M.A
With more than 20 years of experience, Robert has supported over 300 organizations across North America, the Caribbean, the U.K., Europe, South Asia, and South America. His work focuses on one thing: helping financial leaders select and develop advisors who perform.
Recognized as an expert in sales and leadership assessment, Robert helps organizations hire with confidence by identifying the skills, behaviours, and potential that matter most in financial services. Every solution is tailored to the role, the culture, and the performance expectations of your team.
Finding the right people determines the future of your business. Robert provides the clarity, guidance, and tools to ensure you choose candidates who will succeed and stay.
OUR CLIENTS
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Assessments for Every Role. No Guesswork.
Your Assessment Engineer
We don’t just build financial sales teams. We build great companies.
Sure, we can help you find advisors who will break records. But why stop there?
Once our clients see what’s possible, they invite us to do more, to design assessments for every role across their business.
Let us engineer a team that performs, grows, and wins. Say goodbye to guesswork and hello to a hiring strategy as precise as it is powerful.