It’s no secret that client connection is important and an essential part to any industry that is out there. However, this aspect is absolutely vital for financial advisors to hone and perfect. Our guest today, Dustin West, explains how you can utilize the Myers-Briggs system to build relationships with clients, close on sales, and much more.

Key Moments: 

[2:01] – How Dustin Got Into The Business
[3:31] – Garage Days
[5:19] – The Journey Into Myers-Briggs
[9:41] – Implementing Myers-Briggs Within The Business
[11:37] – Myers-Briggs In Layman’s Terms
[13:01] – Breaking Down The Preferences
[18:02] – Outward Traits To Look For
[20:40] – Continuation Of Explaining The Preferences
[24:09] – Sales Process
[26:09] – Examples Of Traits Found In Sales Process
[29:15] – Covering Both Preference Types
[33:00] – Have Other Financial Advisors Adopted This Method?
[36:26] – Getting Started
[38:42] – What Does The Partnership Look Like With FIG?
[42:01] – Dustin’s Life Lesson