What Type of
We all have different styles. From the detail-oriented to the people-oriented, these preferences translate into different approaches in business and different needs from your business partners. Take our quiz for insight into the approaches and solutions that may work best for you.
Start Quiz
Are You?
You have the most energy when you’re:
SELECT ONE
Spending time with family
Refining a process or system
Chatting with your clients or friends
Brainstorming new products & services
Serving happy customers
Finding a better way to fix a problem
Making a promising connection
Fleshing out your next business plan
What does a successful day look like for you?
SELECT ONE
You have the most energy when you’re:
SELECT ONE
Something I struggle with
Just another challenge
A natural part of life
Something to look forward to
SELECT ONE
Finish the sentence: Change is...
SELECT ONE
Better solutions that are easy to use
Better systems that give me back more time
Better support from people who understand my goals
Better funding options for my next project
To grow my business, I need...
SELECT ONE
SELECT ONE
Finish the sentence: Change is...
I get most of my work via word-of-mouth
Good for networking, but that's about it
They're at the heart of everything I do
Maybe for brainstorming?
How important are relationships for your business?
SELECT ONE
To grow my business, I need...
SELECT ONE
Text your family after pushing the emergency button
Communicate a plan with emergency services
Introduce yourself and tell jokes to lighten the mood
Brainstorm ways to rescue yourself and others
You're trapped in an elevator with strangers. You're the one most likely to...
SELECT ONE
How important are relationships for your business?
SELECT ONE
Grab your toolbelt from your car and fix it yourself
Ask your assistant to call for help
Call an old friend who moves his schedule around to help
Point out that there's a paper jam and go back to work
If someone says the printer is broken, how do you react?
SELECT ONE
You're trapped in an elevator with strangers. You're the one most likely to...
SELECT ONE
Focus on incremental growth
Research industry trends and new tools to help optimize and succeed
Meet with like-minded partners in your industry
Go back to the drawing board for new big ideas
When planning out the next year for your business, you...
SELECT ONE
If someone says the printer is broken, how do you react?
SELECT ONE
A quiet day with the people you love
Feet up with a glass of wine
A big dinner party with all of your friends
Working from home
What does your ideal day off look like?
SELECT ONE
When planning out the next year for your business, you...
SELECT ONE
YOU ARE A
Focused on what's ahead.
RESULTS
For Discoverers, simplicity is key. You’re dedicated to building a life for yourself and your family and serving your customers. You’ve worked hard to build your company from the ground up and are proud of your success. Now that you run a successful business, you’re starting to get curious about how you can make some small changes to keep your customers happy and reduce your workload. A Discoverer’s goal is to keep growing as they juggle questions about the future. Day-to-day operations take up a lot of time and energy, and while you’re happy to keep working, you think a lot about how to manage your growth so it doesn’t overwhelm you. It can be a struggle to keep business systems up-to-date, but with so little free time to learn new technologies, you’re not really sure how best to move forward. You value simplicity, stability, and security and want to make choices for your business that will last. You also don’t want to take on more than you can handle and can get a little overwhelmed by all the solutions available. By finding simple, easy-to-use solutions that can support your business day-to-day, you can take control of your growth and confidently prepare for whatever comes your way.
We help Discoverers like you grow their businesses to the next level! Find out how we can help you today.
Contact Us
Recommendations for Further Reading
Walking in Their Shoes - Bankers on the Road
The Many Uses of a Small Business Administration Loan
4 Essential Elements of a Data Security Policy
YOU ARE A
Perfection is always the goal.
RESULTS
For Cultivators, thinking two steps ahead is just another day at the office. You want to build the perfect business optimized for growth. You see a thousand different ways to improve and need more than 24 hours in a day to achieve them. You dream of automating day-to-day tasks so you can focus on what you do best: scaling your business. The Cultivators’ goal is to reduce friction and cultivate business growth. Geeking out on data and identifying areas for improvement is where you thrive. You love reading about ways to reduce costs, increase efficiency, and streamline tasks. You spend a lot of time talking with fellow business owners and following experts about financial management, industry, trends, and best practices. It’s hard to find the right solutions and partners that can best support your love of experimenting, but that doesn’t stop you from learning everything in sight. You value efficiency, technology, and innovation and can get frustrated when dealing with legacy systems and inefficient processes. You’re also limited by your own capacity and aren’t sure how to address concerns about security, transparency, and visibility. By identifying your strongest needs and finding secure solutions that can be tailored to your ambitious goals, you can free up time and grow with the support of your network.
We help Cultivators like you grow their businesses to the next level! Find out how we can help you today.
Contact Us
Recommendations for Further Reading
6 Things Many Businesses Don't Know About Taxes
5 Tips for Small Businesses to Reduce Tax Burdens
How a Banking Relationship Helped This Health Food Company
Recommendations for Further Reading
YOU ARE A
RESULTS
Focused on what's ahead.
For Discoverers, simplicity is key. You’re dedicated to building a life for yourself and your family and serving your customers. You’ve worked hard to build your company from the ground up and are proud of your success. Now that you run a successful business, you’re starting to get curious about how you can make some small changes to keep your customers happy and reduce your workload. A Discoverer’s goal is to keep growing as they juggle questions about the future. Day-to-day operations take up a lot of time and energy, and while you’re happy to keep working, you think a lot about how to manage your growth so it doesn’t overwhelm you. It can be a struggle to keep business systems up-to-date, but with so little free time to learn new technologies, you’re not really sure how best to move forward. You value simplicity, stability, and security and want to make choices for your business that will last. You also don’t want to take on more than you can handle and can get a little overwhelmed by all the solutions available. By finding simple, easy-to-use solutions that can support your business day-to-day, you can take control of your growth and confidently prepare for whatever comes your way.
We help Discoverers like you grow their businesses to the next level! Find out how we can help you today.
Contact Us
YOU ARE A
It’s all about connection.
RESULTS
For the Connector, it takes a village to build a business. You’ve built your company on relationships. Relationships with your customers, vendors, employees, and strategic partners. Creating and maintaining those connections is extremely important to you as you look for new solutions that will help you expand long-term. A Connector’s goal is to find expert partners they and their business can count on. You don’t make decisions lightly, in life or in business. You prefer to stick to trusted sources of information and may not jump on every trend. Not afraid to ask for help, you enjoy collaborating with others to brainstorm, learn new things, and gain clarity around next steps. When it comes to finances you want to work with people and companies who are willing to create lasting connections. You like solutions that really speak to what you need but struggle to count on people and companies that offer limited face-to-face service and support. You value trust and human connection above everything. And you don’t want to compromise in your search for personalized guidance and support for your business. By focusing on seeking trusted partners who will always be in your corner, you can find custom solutions that fit your situation, business, and industry —and relationships built to last.
We help Connectors like you grow their businesses to the next level! Find out how we can help you today.
Contact Us
Recommendations for Further Reading
Recommendations for Further Reading
YOU ARE A
RESULTS
Perfection is always the goal.
For Cultivators, thinking two steps ahead is just another day at the office. You want to build the perfect business optimized for growth. You see a thousand different ways to improve and need more than 24 hours in a day to achieve them. You dream of automating day-to-day tasks so you can focus on what you do best: scaling your business. The Cultivators’ goal is to reduce friction and cultivate business growth. Geeking out on data and identifying areas for improvement is where you thrive. You love reading about ways to reduce costs, increase efficiency, and streamline tasks. You spend a lot of time talking with fellow business owners and following experts about financial management, industry, trends, and best practices. It’s hard to find the right solutions and partners that can best support your love of experimenting, but that doesn’t stop you from learning everything in sight. You value efficiency, technology, and innovation and can get frustrated when dealing with legacy systems and inefficient processes. You’re also limited by your own capacity and aren’t sure how to address concerns about security, transparency, and visibility. By identifying your strongest needs and finding secure solutions that can be tailored to your ambitious goals, you can free up time and grow with the support of your network.
We help Cultivators like you grow their businesses to the next level! Find out how we can help you today.
Contact Us
How a Banking Relationship Helped This Health Food Company
Walking in Their Shoes - Bankers on the Road
Smishing & Phishing Explained: How to Identify Text Scams
YOU ARE An
The sky’s your limit.
RESULTS
For Entrepreneurs, it’s all about the next big idea. You’ve always had the ideas and the drive. Conceptualizing new products, services, and strategies comes naturally to you. While others focus on details, you’re capable of zooming out, whether grasping the big picture of what’s happening now or knowing what’s going to be needed years down the road. Now all you need is the tools to expand your business. An Entrepreneur’s goal is to fuel their ideas and make them happen. You’re a go-getter. As a strategic thinker, you know exactly where you want your company to go, whether that means expanding into a new location, owning a storefront, or achieving online success. The ‘what’ and ‘why’ are easy for you, you’re just not sure how to make things happen yet. You’re still looking for the business expertise —and capital— that will give you the flexibility you need to grow. You value creativity, innovation, and ambition; craving the freedom that comes with a strong network and reliable funding. But you don’t always have a firm grasp on the logistics to ground your brilliant ideas and help them take root. By finding financial and business solutions that help you fill those “how” gaps you can give your entrepreneurial spirit full rein.
We help Entrepreneurs like you grow their businesses to the next level! Find out how we can help you today.
Contact Us
Recommendations for Further Reading
The Many Uses of an Small Business Administration Loan
Financial Planning for Small Business Owners
How a Banking Relationship Helped This Health Food Company Grow
Recommendations for Further Reading
YOU ARE A
RESULTS
It’s all about connection.
For the Connector, it takes a village to build a business. You’ve built your company on relationships. Relationships with your customers, vendors, employees, and strategic partners. Creating and maintaining those connections is extremely important to you as you look for new solutions that will help you expand long-term. A Connector’s goal is to find expert partners they and their business can count on. You don’t make decisions lightly, in life or in business. You prefer to stick to trusted sources of information and may not jump on every trend. Not afraid to ask for help, you enjoy collaborating with others to brainstorm, learn new things, and gain clarity around next steps. When it comes to finances you want to work with people and companies who are willing to create lasting connections. You like solutions that really speak to what you need but struggle to count on people and companies that offer limited face-to-face service and support. You value trust and human connection above everything. And you don’t want to compromise in your search for personalized guidance and support for your business. By focusing on seeking trusted partners who will always be in your corner, you can find custom solutions that fit your situation, business, and industry —and relationships built to last.
We help Connectors like you grow their businesses to the next level! Find out how we can help you today.
Contact Us
