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Personal DISCernment Inventory^® (PDI)

Gaining unique insight into those you work with is a critical advantage in today’s marketplace. Knowing how your clients will react, relate to tasks, relate to you and their circumstances is incredibly important in the complex world of financial services.

CFPN is offering a powerful tool to help transform your practice as you seek to create meaningful relationships and become a change-agent in the lives of those you work with: the Personal DISCernment Inventory^® (PDI)

Although you may have taken other personal style assessments based upon the DISC theory, the Personal DISCernment Inventory^® (PDI) is distinctive in a number of ways:

Focuses on your strengthes and weaknesses based upon your particular behavorial pattern instead of just your dominant factor
Includes 27 representative behavorial patterns to give you a tailored description of your particular combination of factors
Shows the dynamic implications of behavorial changes in different settings
Provides a series of Application modules to turn principle into practice, including one that focuses on your role as a financial professional

Using the PDI will help to increase client retention, receptivity, communication and trust by allowing you to match your behavioral style to your client and develop appropriate responses to meet their needs.

Start with your own Personal DISCernment Inventory^® and receive your own online personalized personality profile report.

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Resource Partners

Personal DISCernment Inventory® (PDI)

Personal DISCernment Inventory^® (PDI)