find your type
We developed an interactive, fun tool to help you learn
what type of adviser you are.
An out-of-left-field specialty event like touring a wildlife park, skydiving, or dining in an underwater restaurant.
What is your favorite kind of
client-appreciation event?
Something with brand synergy, like holding a dinner at a yacht club because you have an anchor in your logo.
Any event where you’re sure you’ll get a chance to speak to your clients, have a meaningful interaction with them, and check in on how they’re doing.
An event calculated down to the last detail, so nothing is left to chance, and all possibilities are accounted for.
B
C
D
1 of 7
Choose the letter that best fits you.
A
Hover over the letters to reveal your choices.
I’m making plans and executing them. I like to sketch out long-term projects, gather the materials on a budget, and bring them into the world at scale.
Where can we find you
when you're not at work?
I like to keep to myself, organize my thoughts, and focus on my passions.
I have a lot of hobbies. You’ll find me basket-weaving, cooking, sketching, exploring, painting, playing a piano or a guitar.
I’m probably out with friends. Coffee, drinks, parties, or dinner—I have a large social network and I keep busy.
Previous question
2 of 7
I like movies and TV shows about fascinating characters. I love complicated character portraits.
What's your favorite kind of
movie or tv show?
I don’t always like movies and TV, but when I do, I appreciate smart, well-plotted stories.
I tend to admire long-running shows or movies that have built entire worlds, like Games of Thrones or even Cheers and Frasier.
I like very innovative, fun, and bright movies that are creative and original.
3 of 7
I like clients who appreciate the finer details of their portfolios, and who take an interest in learning the nuts and bolts.
What's your favorite
type of client?
Clients that make me laugh. Clients who get me thinking, or who spark my imagination.
Clients who love to talk and who are good conversationalists. Clients who are truly part of my life, who I feel like I have a real connection to.
Ambitious clients are good—I admire people who know what they want and who make a plan.
4 of 7
A place where I can experiment with different environments, marketing efforts, and furniture if I need to. A space where my clients feel comfortable.
What is your ideal
office setting?
An office that supports my efforts to grow my business while maintaining branding standards across the space.
It’s important where I meet with clients—I want them to feel comfortable talking with me, since our interactions are the most vital part of our relationship.
A good office must be clean, precise, and efficient, with everything in its proper place, to ensure clients know they’re in good hands.
5 of 7
I have a plan for growth. I want to use a mix of traditional and cutting-edge marketing techniques. I’m also interested in setting up downlines or adding agents to my firm.
Where do you see your career
in the next five years?
I’m interested in lead generation. Put me in front of people. That’s how I’ll grow my business. So, I’m interested in seminars, events, and anything that gets me new clients.
I’m focusing on maximizing alpha, both for myself and for my clients. I’m planning to grow my firm. Also, I’m interested in showing my clients precisely how I work for them.
As long as I’m innovating, I’m happy, and marketing is a huge part of that. I want to experiment with new ways of getting my message out there.
6 of 7
Busy. They’d probably say I do too much. I have a lot of dates, dinners, and events, and I'm always “on the go.”
How would your friends and family
describe you?
Fun. I’m silly, but that doesn’t mean I don’t take things seriously. I’m spontaneous, most times. I like to look at things in unexpected ways.
Relaxed but driven. I’m thinking about what comes next. They know I like to have a blueprint.
Methodical. Efficient. I like to stick to the plan. I know things go more smoothly when you calculate from the start exactly what you need to do to get something done.
7 of 7
Blow it up and remake it.
the creative
Fill out the form below to get your results.
#youbelonghere
Learn more about why
Start building something monumental.
the architect
Meet new people. Change your trajectory.
the connector
Grow your firm, by the numbers.
the strategist
So are we. At CreativeOne, we give you an in-house marketing team to capture your creative energy. We have a world-class team of copywriters, multimedia producers, and graphic designers, and they’re dedicated to your industry and to your firm. They have a long, proven record of breakthrough creative work; with your ideas, the sky is the limit, and we don’t hesitate to bring your vision to life, no matter how out-of-the-box. People need fresh, artistic takes in our oversaturated media world. They want to see things they’ve never seen before. They’re looking to connect with authentic, idiosyncratic isionaries. The problem is, not everyone is willing to go out on a creative limb. You will. That’s a huge strength. We will do more than bring your vision to life, too. We’ll show you how to focus your creativity into a full-blown marketing campaign, eclipsing the competition. We’ll show you how to use your voice to connect with the people you serve. Not only that, but we’ll do it in a way that lasts, making sure you can grow and evolve within your creativity, giving you the structure highly creative people need to make the most of their gifts.
You love marketing. You’re ready to try anything once— writing a book, hosting a podcast, making a short film. Every day, you overflow with ideas, and you’re ready to put them to work.
STRENGTHS
UNTAPPED POTENTIAL
COMPLEMENTARY TYPE
You’re ready to try new strategies. Nothing is off the table when it comes to marketing your firm. You’re always looking at problems in a new way. Also, you’re not afraid to have fun.
You might need help to focus your creative energy into a concentrated, multifaceted, omnichannel marketing campaign. Or you might want to bring your creative energy out in other aspects of your business, such as generating client reports.
The Strategist
OTHER TYPES OF ADVISERS
The Architect
The Connector
Learn more
At CreativeOne, we help growth-focused architects expand their firms and offerings. We work as a partner to many agents and advisers who have “downlines,” meaning subcontracted producers of their own, and we make our resources your resources. In other words, your downlines can get their marketing through us, strengthening their connection to you. We have a lot of experience helping advisers build their firms into national powerhouses. That includes mapping our services onto advisers’ firms, but it also includes operational management techniques that help firms fine-tune their processes. We can help you develop processes to manage your office. That means more time to grow. We also help with mergers and acquisitions. Really, there’s next to nothing we don’t do when it comes to achieving your vision, and it shows. That’s why ambitious producers choose CreativeOne as their partner when they’re leveling up their firm.
You always have a plan—if you don’t have one, you’ll make one. You know what your blueprint for success looks like. The design may evolve as you’re building it, but you know what you want the finished project to look like.
You have a clear vision of what you’re building. You want to make something that will last.
You might need to look up from your blueprints from time to time to focus on connecting with people or finding new and creative solutions to problems.
The Creative
At CreativeOne, we’ve made ourselves into the industry’s #1 digital lead-generation expert. Our numbers back up that claim. So, we can get people to attend your seminars and workshops. We can make sure your client-appreciation events are the best in the business, something that your clients will be talking about long after the lights go down. We can also bolster those human connections with top-of-mind marketing and 21st century practice management techniques. We know people are the center of your business model, and we can make sure we help connect you with more and more potential clients, even while we help you grow your brand and build out your firm. Don’t spread yourself too thin. As something of an extrovert, you need to focus on targeting your interactions to make sure you’re using your time efficiently. That said, this is an extremely effective type in the financial services industry, because more than anything, people want to know they’re working with an adviser they can connect with—someone they can trust. That trust is easier to come by if you like being around the person you trust with your money.
You like people. That’s why you’re always shaking hands, going to parties, and making new friends. It’s also the number one way you grow your firm: lead generation.
You love people; people love you.
You might need to turn your vast social intelligence toward your marketing plan. By the same token, you might want to turn it toward practice management, to balance out your existing strengths.
At CreativeOne, we celebrate The Strategist with financial model–focused marketing. We’re dedicated to making sure your clients know how lucky they are to have someone who understands the financial industry on such a deep, structural level. We complement that knowledge with marketing materials designed to explain complex, galaxy-brained topics to clients, ensuring they know the ins and outs of their products and portfolios. We translate hard-to-understand topics into easy to digest marketing. We also support you with things like our smartphone app, CreativeOne Tools: Investigator, that lets you illustrate products for clients in real-time. That app is also available as a behavior for Amazon’s Alexa. Wherever you go, and whatever you need to support your vision, CreativeOne can help you get there.
You think in numbers. You have dedicated your life to chasing alpha, to growing your firm through statistics, and in delivering your clients good returns based on your gifts. You think in terms of risk tolerances. You know, at any given time, the probabilities of different outcomes.
You know numbers. No one puts together a spreadsheet—or a portfolio—quite like you.
You could use your knowledge of formulas and models to tap into creative energy. Not only would it give you an outlet, it would help round out your highly analytical strategy.
