The Platinum Rule Book

Customizing Your Approach: The Power of Personality Assessment"

April 21, 20232 min read

Customizing Your Approach: The Power of Personality Assessment

Introduction

Recently, during a trip to Spain, my wife Alyce and I stumbled upon a real estate training session where agents were diving into the DISC personality assessment. It got me thinking about a simple yet incredibly effective tip we've been using at The Dailey Group for years. This tip allows us to tailor our approach and provide our clients with a service that resonates with their unique personality traits.

the platinum rule book cover

The Valuable Question

The key to this approach lies in a question I learned from Michael Mayer a while back. It's a question that can help clients self-identify their dominant personality style: "If your best friend or partner were going to describe you, would they describe you as straightforward and to the point (D), social and outgoing (I), studious and dependable (S), or careful and perfectly accurate (C)?"

Understanding the DISC Personality Styles

This question serves as a gateway to understanding our clients' personalities better. The DISC assessment categorizes individuals into one of four personality styles:

  1. Dominance (D): These individuals are straightforward, assertive, and results-oriented.

  2. Influence (I): Social and outgoing, they thrive on building relationships and connections.

  3. Steadiness (S): Known for their studious and dependable nature, they value stability.

  4. Conscientiousness (C): Careful, accurate, and detail-oriented, they prioritize quality and precision.

Customizing Our Approach

Once we have an idea of a client's dominant personality style, we can adapt our communication and service to match their preferences. For example, a Dominance (D) client may appreciate a straightforward and results-driven approach, while an Influence (I) client might value a more social and relationship-focused interaction.

The Platinum Rule

This approach aligns with what's known as the "Platinum Rule" — treating others the way they want to be treated. It emphasizes the importance of understanding and respecting individual differences in personality and communication styles. By doing so, we can foster better relationships and provide a service that truly resonates with our clients.

Conclusion

Incorporating the DISC personality assessment and the valuable question it entails can be a game-changer in the way you interact with and serve your clients. Understanding their personality styles allows you to customize your approach and communicate in a way that aligns with their preferences. So, take the time to discover your clients' personalities, apply the Platinum Rule, and watch your client relationships flourish.

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Seth Dailey

Seth is the Co-Founder of both The Dailey Group and Keller Williams Gateway in Baltimore, Maryland. He serves as the Operating Principal for the brokerage and as the team leader for The Dailey Group, which consistently helps over 150 families a year. Seth, a Montana native, is passionate about empowering leaders and teaching people to make smart financial moves. Prior to real estate, Seth held his CPA designation and worked as a mortgage lender before joining forces with his wife of 20 years, Alyce. Seth can usually be found at the nearest coffee shop with a personal growth book in hand while scribbling down his next great idea on the back of a napkin.

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