Type, Talent and Teams: Using the Enneagram for Investment Firm Success

In today’s hyper-competitive investment industry, it’s no secret that investment professionals need to up their games considerably. The tool described in this book, the Enneagram, can provide a unique edge. A proven psychological system based on nine personality types, the Enneagram helps individuals achieve greater self-awareness, develop stronger relationships and make more informed decisions. Over the past decade, authors Jamie Ziegler, Jim Ware and Liz Severyns have brought the power of the Enneagram to thousands of investment professionals around the world through their workshops, coaching and consulting programs. In Type, Talent and Teams, the authors reveal key insights on how investment professionals can use the Enneagram to: •Communicate more effectively with different personality types•Deliver and receive feedback in an effective way that contributes to results•Improve decision-making by harnessing the power of cognitive diversity•Understand behavioral finance traps and how to navigate around them•Develop and maintain high performing teams •Deepen self-awareness by improving emotional intelligence•Reduce and resolve conflict This practical guide introduces the nine Enneagram types and their distinct worldviews, which determine how they think, what they want, and why they act the way they do. It highlights the personality types that are most often drawn to the investment business, and provides useful insights into their strengths, their communication and decision-making styles, and their possible derailers – the “blind spots” that can hold them back from achieving their greatest potential. Filled with original industry research, case studies and practical models, this guide is designed for professionals in all areas of an investment organization – research/portfolio management, distribution, and operations/technology/business management.