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

Dynamo Spring intuitive innovation
Blaze Summer extrovert magnifying
Tempo Autumn sensory timing
Steel Winter introvert multiplying
Energy frequencies & seasons

Wealth Dynamics profiles
Creator
Star
Supporter
Deal maker
Trader
Accumulator
Lord
Mechanic

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 Leverage
Wealth 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 Limited
Wealth Dynamics
www.KnowYourProfile.com
Richard Winfield
www.RichardWinfield.com

An Introduction to Wealth Dynamics

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