by As a financial advisor, I help people get their financial lives organized. My mantra is Organize, Understand, Decide. But my dilemma is, I can’t help people to stay organized once they leave my office. That requires a different discipline altogether…Which is how I got into a conversation with Lisa Gessert. Lisa is a personal friend and ballroom dancing buddy. One day we got to talking and realized that we can work together to bring more value to our clients.
While I can help people get financially organized, Lisa helps them stay organized, not just financially, but in all parts of their life.
How does she do this? Lisa at organizing.buzz uses the Real Colors Personality Assessment system. Through fun and interactive group and corporate workshops, she helps people uncover their personality strengths–their “color”–and then uses that knowledge to determine what they can do to stay organized in a way that jives with who they are.
Everyone organizes differently, and unless you take into consideration your personality, you won’t be able to sustain being organized. For example, if you’re a person that likes to take notes on a legal pad and I tell you to use your computer, you’re not going to do it, because it’s not the method that works best for you. In the same way, determining your strongest “color” also determines your best method for organizing various areas of your time and space.
The four colors are Blue, Gold, Orange and Green and each represents a different personality type for example- Blue- Authenticity, Gold- Being prepared, Green- Ingenuity, Orange- Talent and skill. In her workshops, Lisa first uses a personality assessment tool that leads you through three different steps:
- The pictures portion, where you spend time looking at pictures and associating yourself with the one that fits best.
- The text portion, where you read through descriptions of personality types, and choose the wording that most describes you.
- Then, a final survey which helps you narrow down your main color, secondary color, third and last color that describes your personality.
The process uncovers your personality strengths. Often, we are a combination of different traits and “colors,” yet dominant traits emerge. As they do, Lisa groups together individuals with the same color and guides them through questions such as, “How do I make organizing this part of my life fun if I’m a blue/orange/gold/green person?”
Her workshops can also be great for teachers who wish to better understand their students, couples to learn each others’ strengths and weaknesses, and businesses looking to build teamwork among co-workers.
I am all about using creativity and out-of-the-box methods to get my clients thinking about their financial lives. Stay tuned for upcoming workshops where Lisa and I appear as a duo.
“This is a personal opinion and does not constitute or reflect an endorsement by First Allied Securities, Inc.”