Do You Know Your Mindset?—Why You Act and React the Way You Do
Mindset: The Decision-Maker/Problem-Solver
You are a calculated risk taker. You focus solely on the bottom line, measured in results. You care only about the results and will base your success on those results. You are decisive, extremely competitive, and usually harbor a great deal of anger that comes out in bursts when you are frustrated (you have the highest propensity for taking it out on colleagues, assistants, and clients). You have a tendency to make decisions based on fewer data points than other
mindsets require. You tend to have little patience, are quick to make decisions—typically, quicker than most; that’s what makes you successful. You may have an extremely difficult time working with others who think slowly or act slowly. It drives you crazy. You tend to be perceived as being arrogant, but are not necessarily that way. You may tend to blame others for your mistakes.
Mindset: The Catalyst
If you are a Catalyst, you tend to create energy in the office and among clients. You are often an effective change agent. You have the tendency to be open to new experiences and take risks. You may often demonstrate eccentric behaviors and interests and may be capable of producing out-of-the-box solutions. Your preference for creative abstract thinking may cause problems for more conventional clients, and for your colleagues and manager.
Your conscientiousness is moderate as you respond to external pressure and may be quite motivated when you have an opportunity to influence others. Catalysts tend to be extroverts and can be viewed as dynamic, even magnetic, and are usually friendly and socially driven. Catalysts have a tendency to be overly agreeable. While you are enthusiastic and optimistic about your own ideas, you may sometimes appear as superficial and political. Also displaying a tendency toward being a social butterfly, you quickly retreat if you perceive that others may challenge or threaten you. When your expectations don’t match up with reality, however, you are more at risk than any other mindset for experiencing behavioral paralysis. The inclination to be overly optimistic about your abilities can set you up for emotional upheaval if you experience a minor setback. Charlie Sheen’s character, Bud Fox, in the movie, Wall Street, was a catalyst … aggressive and competitive, but he also was a dreamer.
Mindset: The Voice of Reason
As the Voice of Reason, you tend to be reliable, steady, and make thoughtful decisions. You may not get rattled easily, and will stick to the rules, so you rarely have compliance problems. You may be slow to offer trust, however, and it is only developed after careful consideration and you insist that others must prove over and again that they are trustworthy. In essence, the Voice of Reason has a great deal of the Catalyst and the Decision-Maker/Problem-Solver running through his veins. It is the happy medium between the other two mindsets.
Unfortunately, you tend to mask your emotions, you don’t let people in easily, and you don’t readily show them who you are. Others can be put off by you, and your colleagues will actually think you are not interested in them. This can be a big problem for you, especially when dealing with your manager.
You are inclined to be unusually conservative with clients’ money because you are generally not a risk taker. You are not flashy and you don’t like much social interaction or partying. You work by the book, you are respected, and are a very controlled individual. You are perceived as a polished individual who doesn’t rock the boat. Clients tend to be as conservative as you are. Conflict with clients tends to rattle you more than it does for other mindsets. You will likely not communicate your dissatisfaction with a conflictual office situation and this leads to more problems for you later.
Mindset: The Contrarian
Contrarians have the inclination to go against trends, don’t care about being tactful, and don’t care what people think about them. If you are a Contrarian, you may come across as extremely arrogant and intellectually elitist. You probably are a complete renegade, many are atheists, and some people consider your behavior to be a bit bizarre or humorous.
You, like the Voice of Reason, tend not to be a sociable person and are particularly awkward in a social setting. You may treat others at work as if they are a means to an end, and this remains your work persona. You may be more emotional and sensitive in your personal life, but you may have a tendency to discount others’ feelings in the business setting. Most times, you do not have the skills to look outside of yourself because you tend to be in your own world.
Contrarians don’t often take the time to think about what others are feeling or thinking. It’s not that they don’t care; they are just not aware. You are like the Lone Wolf and you say to yourself, “No one is going to tell me what to do. I’m doing my own thing, regardless of what anyone else is doing.” You are rebellious.
You may tend to dress in a quirky fashion and are eccentric in your investment styles as well. You have the potential of being extremely successful, like many innovative entrepreneurs are. The Contrarians are rare birds. About 5 percent of the audiences we speak to claim to be Contrarians.
Mindset: The Perfectionist/Facts and Details
Individuals who are the Perfectionist/Facts and Details type would make great compliance officers. They tend to be analytical thinkers and will run their practice by the book. Most abhor taking risks and, thus, do not make very good entrepreneurs on their own. They are generally the type who will remain at a large brokerage firm and not attempt to go independent even if it meant making more money, having more control, and enjoying more freedom. If you are this type of advisor, you are a great analyst, perhaps a great financial planner.
Typically, you are orderly, neat, quiet, and perfectionistic. You will make sound research decisions, don’t like risk, and are completely averse to it. You may require many data points before feeling comfortable in making a decision about a trade. Having a lot of internal anxiety, you can be driven by obsessional thoughts. You need things in order.
Some of the troublesome aspects of being a Perfectionist/Facts and Details person is that you tend not to think out of the box enough, are not as creative in your marketing methods, and almost never ask for referrals. Since you need to be in control of all things, you may be in a lot of trouble in a world that is filled with uncertainty, and especially in the markets. Conflicts with colleagues, managers, or clients can make you feel overwhelmed. You are inclined to avoid conflict at all costs and have trouble communicating your feelings in an assertive manner. As an introvert, you will likely repress anger or frustration with a colleague or client. This can later end up with you burning out. You entered this uncertain business because you love numbers. Math is comfortable and safe, whereas selling and servicing clients creates stress for you.
Mindset: The Decision-Maker/Problem-Solver
You are a calculated risk taker. You focus solely on the bottom line, measured in results. You care only about the results and will base your success on those results. You are decisive, extremely competitive, and usually harbor a great deal of anger that comes out in bursts when you are frustrated (you have the highest propensity for taking it out on colleagues, assistants, and clients). You have a tendency to make decisions based on fewer data points than other
mindsets require. You tend to have little patience, are quick to make decisions—typically, quicker than most; that’s what makes you successful. You may have an extremely difficult time working with others who think slowly or act slowly. It drives you crazy. You tend to be perceived as being arrogant, but are not necessarily that way. You may tend to blame others for your mistakes.
Mindset: The Catalyst
If you are a Catalyst, you tend to create energy in the office and among clients. You are often an effective change agent. You have the tendency to be open to new experiences and take risks. You may often demonstrate eccentric behaviors and interests and may be capable of producing out-of-the-box solutions. Your preference for creative abstract thinking may cause problems for more conventional clients, and for your colleagues and manager.
Your conscientiousness is moderate as you respond to external pressure and may be quite motivated when you have an opportunity to influence others. Catalysts tend to be extroverts and can be viewed as dynamic, even magnetic, and are usually friendly and socially driven. Catalysts have a tendency to be overly agreeable. While you are enthusiastic and optimistic about your own ideas, you may sometimes appear as superficial and political. Also displaying a tendency toward being a social butterfly, you quickly retreat if you perceive that others may challenge or threaten you. When your expectations don’t match up with reality, however, you are more at risk than any other mindset for experiencing behavioral paralysis. The inclination to be overly optimistic about your abilities can set you up for emotional upheaval if you experience a minor setback. Charlie Sheen’s character, Bud Fox, in the movie, Wall Street, was a catalyst … aggressive and competitive, but he also was a dreamer.
Mindset: The Voice of Reason
As the Voice of Reason, you tend to be reliable, steady, and make thoughtful decisions. You may not get rattled easily, and will stick to the rules, so you rarely have compliance problems. You may be slow to offer trust, however, and it is only developed after careful consideration and you insist that others must prove over and again that they are trustworthy. In essence, the Voice of Reason has a great deal of the Catalyst and the Decision-Maker/Problem-Solver running through his veins. It is the happy medium between the other two mindsets.
Unfortunately, you tend to mask your emotions, you don’t let people in easily, and you don’t readily show them who you are. Others can be put off by you, and your colleagues will actually think you are not interested in them. This can be a big problem for you, especially when dealing with your manager.
You are inclined to be unusually conservative with clients’ money because you are generally not a risk taker. You are not flashy and you don’t like much social interaction or partying. You work by the book, you are respected, and are a very controlled individual. You are perceived as a polished individual who doesn’t rock the boat. Clients tend to be as conservative as you are. Conflict with clients tends to rattle you more than it does for other mindsets. You will likely not communicate your dissatisfaction with a conflictual office situation and this leads to more problems for you later.
Mindset: The Contrarian
Contrarians have the inclination to go against trends, don’t care about being tactful, and don’t care what people think about them. If you are a Contrarian, you may come across as extremely arrogant and intellectually elitist. You probably are a complete renegade, many are atheists, and some people consider your behavior to be a bit bizarre or humorous.
You, like the Voice of Reason, tend not to be a sociable person and are particularly awkward in a social setting. You may treat others at work as if they are a means to an end, and this remains your work persona. You may be more emotional and sensitive in your personal life, but you may have a tendency to discount others’ feelings in the business setting. Most times, you do not have the skills to look outside of yourself because you tend to be in your own world.
Contrarians don’t often take the time to think about what others are feeling or thinking. It’s not that they don’t care; they are just not aware. You are like the Lone Wolf and you say to yourself, “No one is going to tell me what to do. I’m doing my own thing, regardless of what anyone else is doing.” You are rebellious.
You may tend to dress in a quirky fashion and are eccentric in your investment styles as well. You have the potential of being extremely successful, like many innovative entrepreneurs are. The Contrarians are rare birds. About 5 percent of the audiences we speak to claim to be Contrarians.
Mindset: The Perfectionist/Facts and Details
Individuals who are the Perfectionist/Facts and Details type would make great compliance officers. They tend to be analytical thinkers and will run their practice by the book. Most abhor taking risks and, thus, do not make very good entrepreneurs on their own. They are generally the type who will remain at a large brokerage firm and not attempt to go independent even if it meant making more money, having more control, and enjoying more freedom. If you are this type of advisor, you are a great analyst, perhaps a great financial planner.
Typically, you are orderly, neat, quiet, and perfectionistic. You will make sound research decisions, don’t like risk, and are completely averse to it. You may require many data points before feeling comfortable in making a decision about a trade. Having a lot of internal anxiety, you can be driven by obsessional thoughts. You need things in order.
Some of the troublesome aspects of being a Perfectionist/Facts and Details person is that you tend not to think out of the box enough, are not as creative in your marketing methods, and almost never ask for referrals. Since you need to be in control of all things, you may be in a lot of trouble in a world that is filled with uncertainty, and especially in the markets. Conflicts with colleagues, managers, or clients can make you feel overwhelmed. You are inclined to avoid conflict at all costs and have trouble communicating your feelings in an assertive manner. As an introvert, you will likely repress anger or frustration with a colleague or client. This can later end up with you burning out. You entered this uncertain business because you love numbers. Math is comfortable and safe, whereas selling and servicing clients creates stress for you.
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