TTI DISC & 12 Driving Forces

Two questions, not one

DISC helps explain how you show up. Driving Forces helps explain what motivates the choices behind it. Together, they give you a more complete picture of how you communicate, make decisions, respond to others, and navigate your work.

For advisors and teams, that insight can improve client conversations, prospect interactions, leadership, delegation, and the way people work together.

What happens

1. You complete the assessment online. It takes about 20 minutes.
2. Crystal reviews your results and prepares a debrief specific to advisory work, not a generic personality readout.
3. You meet to walk through your results, where your style works to your advantage, where it may create blind spots, and how to adapt with clients, prospects, colleagues, or your team.
4. You keep the full report.

Individual or Team

Individual Assessment + Debrief

Gain a clearer understanding of your communication style, behavioral tendencies, and what drives you. Your personalized DISC + 12 Driving Forces assessment includes a comprehensive report and a one-on-one debrief focused on applying the insights to your work with clients, prospects, colleagues, and your practice.

Team Assessment + Debrief

Understand how individual styles and motivators come together across your team. Each participant completes the DISC + 12 Driving Forces assessment, followed by a facilitated team debrief focused on communication, collaboration, potential friction points, and how to work more effectively together.

Who it helps

This can be especially useful for:

• Individual advisors who want to communicate more effectively with clients and prospects, understand their strengths, and recognize potential blind spots.
• Teams that want to improve communication, reduce friction, clarify working styles, and understand what motivates each person.
• Leaders who want to adapt how they communicate, delegate, give feedback, and lead different personalities.
• Advisors in transition who are stepping into leadership, building a team, joining or merging practices, or navigating a significant change.

How advisors use it

Put the insight to work. Your results can help you better understand how you:

• Build trust with different types of clients
• Approach prospect and discovery conversations
• Make decisions and respond under pressure
• Communicate expectations and feedback
• Delegate and lead
• Navigate differences within a team

Book a Free 30-Minute Clarity SessionAsk a question first

Crystal is certified in TTI DISC & 12 Driving Forces. Start with a complimentary 30-minute Clarity Session. We’ll talk about what you want to better understand or improve, then determine how the assessment can be most useful.