The Professional Pro is an assessment tool for advisor candidates, experienced agents, and consultants.

The Professional Pro is used for:

• Identifying and recruiting high potential people for professional level roles;


• Identifying strengths and growth opportunities for your present teams;


• Selecting advisor candidates for the right roles and culture fits;


• Assisting in the analysis of advisor or consulting teams for your firm environment;


• Coaching and developing for advisors, experienced agents, or consultants;


• The basis for succession and strategic planning.

The Professional Pro assesses:

Emotional Intelligence

• Self-Awareness: Mood Labeling — Measures a person's ability to accurately label emotions and how well he or she can interpret feelings as they happen.

  

• Self-Awareness: Mood Monitoring — Measures the amount of energy an individual puts forth in monitoring his or her feelings.

  

• Self-Control — Measures an individual's control over his or her feelings. Also provides a measure of impulse control, which is very important for coaching others.

  

• Managing Emotional Influences — Measures an individual's ability to manage emotional influences that would prevent him or her from taking actions they believe are necessary in dealing effectively with every day situations or meeting personal goals.

  

• Empathy — Measures a person's ability to understand the feelings of others.

  

• Social Judgement — Measures a person's ability to make appropriate decisions in social situations, based on the emotional state of others. Measures how an individual manages interpersonal relationships.

  

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• Self-Management Potential — Measures one's potential to plan and direct oneself effectively, to self-reinforce and to focus on achieving goals. A good self-manager will excel in a good environment and survive in a poor one.

  

• Lifestyle Management — Is a reflection of how the individual feels about the demands and stresses in his or her lifestyle. Studies tell us that those who do not manage stress, do not perform well. IMPORTANT: This relates to a person's attitude, which can change over time.

  

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Communication Style

• People Orientation — Reports on the individual's approach to building relationships with others and the degree of excitement he or she feels in interacting with new clients.

  

• Analytical Orientation — Evaluates the degree to which the individual is interested in learning for learning's sake. Also evaluates the suitability for dealing with technical and detailed matters as an important part of the career.

  

• Approach to Listening — Describes the individual's approach to listening to others' concerns. Measures to what degree one deals with others' concerns with patience, understanding and overall courtesy.

  

• Team Orientation — An important measurement of how an individual will fit into various environments. How one fits into existing structure or would prefer to create their own environment.

  

• Motivation Structure — Provides an assessment of what motivates the individual. This is important in determining how well one will fit and perform in a sales environment.

  

• Self-Confidence — Measures the degree to which the individual feels in control of events and situations he or she faces in daily life. IMPORTANT: This relates to a person's attitude, which can change over time.

  

• Comfort with Conflict — Is a reflection of an individual's comfort in dealing with situations where there is conflict or the potential for it.

  

Career Building Attitudes

• Approach to Networking & Self-Promotion — An important factor in determining an individual's suitability for careers requiring self-promotion, building personal networks and handling rejection. IMPORTANT: This relates to a person's attitude, which can change over time.

  

• And Much More!

Here's what to do...

1. See how it fits in your organization.


2. Look at key strategies for mentoring, succession planning, team building and coaching.


3. Make sure it is available on your profile suite.


4. Go to your profile suite and print off a sample.


5. Look in the profile administration center.

The advantages to your sales organization include:

• Advisor needs assessment;


• Valuable insight into the right selection decisions;


• Improving team efficiency, retention and growth;


• Improving bottom-line results.

Call us with questions at (508) 746-6995,
or e-mail jkerchgavoni@comcast.net.