Broker Check

Enneagram

While figuring out your Enneagram can be more of a journey vs just a score, a good starting point is the free online assessment at The Enneagram Personality Test (truity.com).     It will give you results in a pie chart format.  Please complete and screenshot the pie chart and share via email with Heather McCann at hmccann@oneindianafinancial.com.  Then, take your top 3 and read through the correspondings numbers in the link “The 9 Enneagram Types” .

Example: if my top three scores are 1,3,8 in the pie chart, I will read through the Type 1 description, the Type 3 description, and the Type 8 description and see which one I resonate with the most.   

Remember there’s no right or wrong answer and any of the 9 personality types can make a great financial advisor.  Looking forward to seeing your results and hearing what type/number you resonate with the most.  

If you'd like to learn more, here is a link to purchase The Road Back to You: An Enneagram Journey to Self-Discovery.   https://a.co/d/hmFjlk7

First Meeting

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Enneagram

Enneagram
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Second Meeting

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Compensation and Benefits Binder

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Business Planning

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Licensing

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