🧠 Not All Advisors Work the Same — And That’s a Good Thing

Ever wonder why some advisors crush it in workshops while others thrive in one-on-one meetings or through online automation?

It’s not about who’s better — it’s about knowing your style and leaning into it. Just like clients have different learning preferences, advisors have different selling strengths. The best results happen when those two things align.

So… what’s your style?

🎯 The 4 Advisor Styles (And Why They Matter)

1. The Group Presenter
You love a live audience and the power of shared learning. Whether it’s a dinner seminar, movie theater event, or library talk — you connect best when you can speak with passion and teach a room.

2. The One-on-One Closer
You don’t need a spotlight — just a motivated prospect and a clear agenda. Your strength is building trust one conversation at a time, turning appointments into outcomes.

3. The Proactive Prospector
You don’t wait for leads — you work the phones, manage your list, and create your own momentum. With the right list and tools, your drive keeps your calendar full.

4. The Digital Marketer
Automation is your game. You love building systems that attract, educate, and convert — all while freeing you up to do what you do best: advise and close.

🧬 Why Style Matters for Clients, Too

Just like advisors have different working styles, clients have different learning styles:

• Some prefer in-person events where they can ask questions and engage.

• Others want a personalized 1-on-1 meeting with clear answers.

• Some want to research online and take their time before booking a call.

When an advisor’s delivery matches a client’s comfort zone, trust builds faster — and outcomes improve.

💡 Want to Know Your Advisor Style?

We’ve made it easy. In just a few clicks, you can identify the lead systems and marketing strategies that match your natural strengths.

👉 Discover Your Advisor Style Here

This isn’t a personality quiz — it’s a shortcut to choosing lead programs that actually work for the way you sell.

No pressure. No forms. Just clarity.