We help financial services firms replace
intuition with evidence.
Making advisor selection more predictable and leadership decisions more disciplined.
High-performing financial advisor teams are built by understanding what actually predicts success. Through validated assessments and performance benchmarking, we give leaders clear, practical insight into who to hire and how to lead them once they are on the team.
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FEATURED IN
Hiring financial advisors is expensive.
Getting it wrong cost you millions!
Bad hiring decisions cost sales before
they ever begin!
Yet every time you hire a financial advisor based on a polished résumé and a charming interview, you’re rolling the dice.
You’re betting your quota, your reputation, and your team’s morale, on a hunch.
But what if you could replace luck with logic?
Yet most financial services organizations don’t have a clear, data-backed definition of what top performance actually looks like. They hire based on perceived potential, but without knowing which traits truly drive success in their advisor population.
Our work begins by identifying the psychometric patterns that separate top performers from bottom performers, allowing organizations to predict performance before a hiring decision is made
Predict sales performance before you hire.
We’re not recruiters.
We’re financial advisor performance engineers, armed with your sales data and a proven methodology to select and decode what drives your top performers.
We don’t guess. We measure.
We build a blueprint, so you can hire and develop financial advisors who sell, stay, and succeed.
Our Rallying Cry For Financial Organizations!
Start Engineering Your Financial Advisors
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Trusted by companies worldwide.
We work with one of the most widely validated financial advisor assessments in the industry, designed to measure the real skills and behaviors that drive on-the-job performance. Backed by decades of validation and used by millions of advisors worldwide, this foundation allows us to go beyond hiring and help firms replicate the patterns found in their top performers.
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Selection is only the beginning.
Even the best selection tools have limits. Organizations rarely hire perfect replicas of their top performers, and managers often inherit people they did not select. As a result, advisors with real potential frequently struggle not because they lack ability, but because they are mismanaged. This is where most assessment providers stop. We don’t.
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AdvisorDNA Predictor. Customized hiring solution.
No two financial advisors are the same. That’s why our benchmarks and assessment models are customized to reflect your firm’s culture, sales model, and performance expectations. Rather than forcing generic profiles, we help you replicate the traits and patterns that actually drive success in your business. This ensures hiring decisions are grounded in evidence, not assumptions.
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AdvisorDNA Navigator. Decoding advisor archetypes.
AdvisorDNA Navigator helps leaders interpret psychometric assessment data once an advisor is hired. Using the same assessment data already collected, it translates complex results into three dominant advisor archetypes that explain how different advisors operate, what motivates them, and how they respond to training, coaching, structure, and autonomy. This framework helps leaders avoid common onboarding and coaching mistakes and apply assessment data correctly in real-world situations.
Financial Advisory Firm
Testimonials
GREATWAY FINANCIAL
Pearl Rebollos,
Chief Distribution Officer
RAD Potential has been a game-changer for Greatway Financial in enhancing our agent screening and guiding sales leaders toward better-informed decisions. With RAD, we can quickly identify candidates who not only align with our values but also have the drive and resilience essential for long-term success. This tool has become a vital asset in our recruitment process, providing valuable insights that allow our sales leaders to focus on nurturing talent with the highest potential.
GUARDIAN LIFE OF THE CARIBBEAN LIMITED
Gregg Mannette,
Vice President of Sales
Robert, it’s been 6 years since I met you and you just keep getting better! The gratitude and satisfaction of the team based on the feedback received thus far is truly inspiring.
You are a master at what you do and I am so happy that the impact was exactly as I intended it to be. We still have much work to do, and will certainly be making things happen as we partner to take Guardian Life of the Caribbean forward.
AMERICAN NATIONAL INSURANCE COMPANY
James Collura,
Chief Marketing Officer
I have known and worked with Robert Dougan for more than twenty years! Everything Robert does, he does for his customers. Robert is an awesome complete trainer with outstanding communication skills so that he relates to your teams and to their requirements.
Robert is thoroughly skilled in technology, but he is BEST at the analysis of sales people AND able to relate the information in simple easily applied terms. Robert has changed the face of simple recruiting to SKILLED SELECTION.
DESJARDINS FINANCIAL SECURITY INDEPENDENT NETWORK
Shawn Smith, Managing Director South Western Ontario Region
Robert I want to thank you so much for your contribution to our team. We are really at a turning point with the team and your content and coaching was the right medicine for us to move forward . I truly respect and appreciate your continued support to the SWO team
AdvisorDNA Ecosystem
Who do we work with?
RAD Potential works primarily with financial services organizations where financial advisor performance drives revenue:
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Insurance companies, MGA, and IMO networks.
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Wealth management firms, RIA and brokers.
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Banks with advisor distribution models.
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Sales organizations where hiring mistakes are expensive.
If you want to understand what truly drives advisor performance in your organization and how to replicate it, the AdvisorDNA Snapshot study is the starting point.
Satisfied Clients
