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If you are looking to transition from a compliance-based financial account to a fully-fledged AI Business Advisor®, our blog is your essential resource. Packed with valuable posts on diversifying your accountancy practice, increasing revenue, upskilling, and future-proofing your skillset and business, our blog is a must-read for ambitious accountants. Stay ahead of the curve and unlock new opportunities by delving into the transformative insights and guidance offered in our blog.

Personality Profile Assessment: What's next?

So, you’ve done your client’s personality profile (see last post) either by figuring it out intuitively, or you got them to do the online assessment (ask me for the link).

You now have a clearer picture of the type you’re dealing with and what reaction you can expect when you present them with the Dashboard® reports that you’ve prepared.

Look at the table below to gauge their likely reactions and consider how you will respond. To do so will feel out of character for you, so practise in front of a mirror being:

  • Decisive with a high D

  • Charming with a high I

  • Taking time with a high S

  • Spelling out the process with a high C

And go prepared accordingly e.g: 

  • High D – Action plan

  • High I – Relationships plan

  • High S – Evidence that it works

  • High C – Operations manual

How do you adapt your behaviour according to who you're dealing with?

Next post I’ll get back to business strategy which will be easy to sell now you’ve mastered the human issues.

Practical stuff from AI Business Advisor® see the series here

See the Runagood® Pathway in action