018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success

018: Ian Cron on The 9 Personality Types and How Better Knowing Your Prospects Motivations Leads to Success

Ian Cron Enneagram Diagram


This week on Elite Advisor Blueprint, Ian Cron is here to talk about the Enneagram, an ancient personality typing system with an uncanny accuracy in describing how human beings are wired, both positively and negatively.

Ian is a bestselling author, Enneagram teacher, nationally recognized speaker, psychotherapist, and Episcopal priest. His books include Chasing Francis, Jesus, My Father, the CIA, and Me and most recently,  The Road Back to You: An Enneagram Journey to Self-Discovery.  

Ian draws on an array of disciplines—from psychology to the arts, Christian spirituality to theology—to help people enter more deeply into conversation with God and the mystery of their own lives. He and his wife, Anne, live in Nashville, Tennessee.

In today’s conversation, Ian wastes no time getting to the heart of  the content and shares each of the 9 Enneagram personality types, exploring why people think, feel and act the way they do and how we can apply this information to the world of financial advising.

Here are a few highlights of what we covered:

  • Ian shares a conversation he had with a friend who happens to run a hedge fund and how knowing a difficult clients Enneagram number, helped him better know how to communicate in their meetings. This eventually led to this client moving more of their assets to him.
  • We cover the 9 Enneagram personality types and how they can help us recognize patterns of behavior in our prospects, clients, teams, spouses, or anyone else we may encounter.
  • We get to why self-awareness may be the single most important factor to your success.
  • How financial advisors can use the Enneagram to better interact face-to-face with clients.
  • How to avoid the workaholic trap as a high achieving financial advisor.

Ian’s deep understanding for how to further discover yourself and connect with people is undeniable and invaluable. I can’t wait for you to check out this interview and apply the insights that he shares to your own journey as a financial advisor!


Already heard it once or twice? Please leave a short review here, and tell me which guests I should have on!




  • [04:30] Find out what the Enneagram is and how it can help you better understand the differing personalities of people.
  • [07:49] Ian shares a story of how the enneagram helped a highly experienced hedge fund manager (who oversaw 25 billion in assets) win the respect of one of his most confrontational clients, resulting in even more business!
  • [12:30] Discover the 9 interconnected personality types, what they mean and how you can use them to your advantage to build a better team.
  • [26:50] Find out how Bill Clinton leveraged the power of being a 9 personality type (Peacemaker), to display empathy, reconcile relationships and forge some of the most difficult deals in the world.
  • [29:00] How financial advisors can apply the Enneagram methodology to create better face-to-face interactions with their clients.
  • [31:31] The three fundamental emotions that everyone tries to manage.
  • [32:39] Why we’re all looking at the same screen, but watching a different movie.
  • [35:00] Discover the space between stimulus and response and how it can affect your growth and freedom.
  • [38:15] Find out why self-awareness is absolutely critical in the world of business.
  • [38:54] How independent financial advisors (3’s, 7’s & 8’s) can overcome workaholic tendencies.
  • [46:39] The first person Ian thinks of when he hears the word “successful” – HINT: I was surprised by his response!
  • [47:46] Ian shares some of his favorite books.
  • [49:28] Why every young man or woman needs to find a mentor.
  • [50:55] Why being an 8 personality type as a woman in business can be extremely difficult.
  • [52:43] The one piece of advice that has led to Ian’s success.



  • Connect with Ian Cron

Website | Twitter | Facebook



Read More


This is provided for informational purposes only. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements​. Results from the use of these concepts are no guarantee of your future success.

For financial professional use only.

Posted in

Brad Johnson

Subscribe for new episodes of The Elite Advisor Blueprint® Podcast.

Subscribe to Brad's Podcasts and Updates

Brad podcast v2

Also, get access to WealthManagement.com exclusive articles with key takeaways that you can put into action at your own practice!

Robert Glazer

081: Robert Glazer on Elevating Your Team and Creating a High Performing Company Culture

kirk lippold

080: Commander Kirk Lippold on USS Cole Al-Qaeda Attack & How to Lead in Times of Crisis – The Virtual Financial Advisor Series™

Maria Konnikova

079: Maria Konnikova on The Psychology of High-Stakes Poker and How it Applies to Financial Services

Simon Bowen

078: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the Complex – The Virtual Financial Advisor Series™