an introduction to wealth dynamics

www.brefigroup.co.uk

An introduction to Wealth Dynamics

Richard Winfield



Richard Winfield

Founder of Brefi Group - 1983

Systems – structure & clarity

1970’s – public transport planner

1980’s – transport consultant/publisher

1990’s – management development

2000’s – coach and facilitator

Editor – CorporateCoach

2010’s – coach training, director development, corporate governance

Published author


Why do we use profiling systems?

• To understand how we operate

• To understand how others operate

• To understand how we operate together

So that we can become more effective

Profiling systems


Myers Briggs Type Indicator

Popular with professionals

But …


Insights colours

User friendly

Memorable profile language within an organisation


DISC Personality Profiling

Structure

Teambuilding


Wealth Dynamics

Structured User friendly Memorable language Team building Applies to people Applies to

organisations Applies to markets


Roger Hamilton

Wealth Dynamics was developed by Roger Hamilton as a result of studying wealthy people to discover the best strategy for business success.

He identified eight core strategies, which could be applied by others.


Like many psychometric tests, Wealth Dynamics is based on 5,000 year old Chinese philosophy from the I-Ching (Carl Jung).

Wealth Dynamics relates profiles to work roles and business building.

The Chinese related natural energy frequencies to seasons of the year.

Organisations, industries and economies follow similar seasons.

Wealth Dynamics


Wealth frequencies


DynamoSpring intuitive innovation

Blaze Summer extrovert magnifying

Tempo Autumn sensory timing

Steel Winter introvert multiplying

Energy frequencies & seasons


Wealth frequencies


Wealth Dynamics profiles

CreatorStarSupporterDeal maker

TraderAccumulatorLordMechanic


Profile strategies

Each profile requires an entirely different strategy:

a different team

different mentors

a different wealth network

different financial fitness

All profiles make great leaders – in the appropriate time and place.


Reading a profile


Creating value


Leverage

Wealth = Value x LeverageWealth Dynamics shows you how to find the people of greatest support ; people who can leverage your value – and whose value you can leverage.

To identify your minimum team, move three profiles clockwise or anti-clockwise, then move a further two.

An ideal team should have a balance of all eight profiles (or energies).


Team of three


Creator profile

Creators are task-based and naturally ask “What”?

They are visionary and able to inspire others – but over optimistic and easily distracted.

Richard Branson Walt Disney Bill Gates


Star profile

Stars are task and people based. They ask “What?” and “Who?”

They are vibrant, energising and quick to deliver, but they can be overbearing and controversial.

Oprah Winfrey Bill Clinton


Supporter profile

Supporters are people-based. They ask “Who?”

They enjoy teambuilding and networking, make good cheerleaders, but often seek too many opinions and can be easily defocused.

Jack Welch Steve Ballmer


Deal maker profile

Deal makers are people and activity based. They ask “Who?” and “When?”They are outgoing, entertaining and approachable, quick to spot opportunities, but often too quick to please and can get carried away.

Donald Trump Rupert Murdoch


Trader profile

Traders are activity based. They ask “When”?

They are balanced, observant and insightful, create loyalty easily but can get bogged down in data and miss the big picture.

George Soros John Templeton


Accumulator profile

Accumulators are activity and data based. They ask “When?” and “How?”

They are reliable, careful and deliver on time, but they often procrastinate and can be slow to build up momentum.

Warren Buffet Paul Allen


Lord profile

Lords are data based and love detail. They ask “How?”

They are controlling and cautious, and see distinctions that others miss. However, they have little patience with social niceties and can struggle in presenting complex ideas.

Lakshmi Mittal Gordon Brown


Mechanic profile

Mechanics are data and task based. They ask “How?” and “What?”

They are innovative perfectionists able to spot inefficiencies in the system, but can seem aloof and removed; their communication style can cause friction.

Michael Dell Jeff Bezos


Creator: to build a better product

Star: to create a better brand

Supporter: to lead a team

Deal Maker: to bring people together

Trader: to buy low and sell high

Accumulator: to collect appreciating assets

Lord: to control cash generating assets

Mechanic: to create a better system

Assignment of roles


Proven concept – creators for new projects

Brand attraction – stars focus on new business

Operating team – supporters to lead the team

Market connections – deal makers build relationships

Tradable entity – traders to negotiate

Bankable asset – accumulators project managers

Cash generating infrastructure – lords are best analysts

Licensable system – mechanics to improve the process

Eight stages of enterprise


Any questions


Further information

www.knowyourprofile.com

“Your Life Your Legacy”, Roger Hamilton


For further information

Brefi Group Limitedwww.brefigroup.co.uk

Wealth Dynamicswww.KnowYourProfile.com

Richard Winfieldwww.RichardWinfield.com

an introduction to wealth dynamics

Leadership & Management