Insights Discovery
Delivered by The financial Planning club
Understand your people. Strengthen your leadership. Build a better business.
Growing a financial planning firm isn’t just about strategy, systems, or sales.
It’s about people.
How they communicate. How they respond under pressure.
How they lead, follow, and work together when things get messy.
Insights Discovery gives you a practical, human way to understand yourself and your team and use that understanding to improve performance, relationships and decision‑making.
Delivered by The Financial Planning Club, Insights is now a core part of how we support ambitious firms.
What is Insights Discovery?
Insights Discovery is a globally recognised personal profile based on a simple truth:
People are different and those differences matter.
Through a short online questionnaire, each participant receives a personalised profile that explains:
- How they prefer to communicate.
- What motivates them.
- How they behave under pressure.
- How others may experience them.
The output is practical, accessible and immediately useful, no jargon, no labels, no fluff.
WHY WE USE INSIGHTS AT
THE FINANCIAL PLANNING CLUB
We’ve worked with hundreds of firm owners and leadership teams.
Time and again, the biggest challenges aren’t technical, they’re human:
- Miscommunication.
- Leadership tension.
- Stress behaviours clashing.
- Teams growing faster than understanding.
Insights give us a shared language to talk about these things productively and helps:
- Leaders understand their impact.
- Teams work better together.
- Conversations become clearer and less personal.
- Change happens faster, with less friction.
HOW THE SERVICE WORKS
Initial conversation
& suitability check
Before any profiles are issued, we start with a structured conversation.
- Understand your firm's growth plans.
- Explore your team structure and leadership challenges.
- Clarify where you want your people to develop.
- Assess whether Insights Discovery is the right tool to support that journey.
Not every firm needs Insights immediately, and we’re honest about that.
This initial conversation ensures Insights is uses with purpose, not as a generic intervention.
Personal Insights profiles
Where Insights is the right fit, participants complete a short online evaluator and receive their personalised Insights Discovery profile.
Each profile provides clarity on:
- Communication preferences.
- Motivators and decision-making style.
- Strengths and blind spots.
- Behaviour under pressure.
Facilitated session
Amanda Ford, accredited Insights Practitioner, leads a facilitated session to bring the profiles to life.
These sessions can be delivered 1:1 or to a team and are:
- Practical and engaging.
- Grounded in real business situations.
- Focused on application, not theory.
Application to your business
Insights is always linked back to what matters most to you.
We focus on applying insight to:
- Leadership effectiveness.
- Team communication.
- Client interactions.
- Growth, change and transition.
The goal isn’t awareness alone, it’s better outcomes.
Who this is for?
Insights Discovery is particularly valuable for:
- Growing firms.
- Leadership teams.
- Owner managers.
- Businesses hiring or restructuring.
- Firms experiencing communication or performances friction.
INSIGHTS AS PART OF CLUB MEMBERSHIP
For new Financial Planning Club members, Insights Discovery forms part of the onboarding experience:
- One Director profile included.
- Facilitated session with Amanda.
- Used to shape leadership development and future team support.
Existing members and collaborators can also access Insights as a standalone or team service.
READY TO EXPLORE?
If you’d like to understand yourself, your team, or your business more clearly, Amanda would love to talk.