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At Taylor Financial Group, we use the DISC assessment, a personality test, to learn whether potential candidates will fit well in a given role and within our team culture. Check out these examples of how the test helped us make some excellent hires.
What’s Working Now: After a dozen years in the business, James Hofmann has been named as a Forbes “Best-in-State Wealth Advisor.” He credits taking advantage of opportunities to build a team that is oriented toward providing excellent client service.
Horsesmouth Essential: What’s Working Now: Giselle Crout used artificial intelligence tools to create a training program for her firm’s new advisors. The effort has proved to free up time for her firm’s senior advisors while demonstrating the power of AI to the staff.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025