Most strategists should excel at:

• Establishing long-range objectives and specifying the strategies and actions to achieve them.
• Analyzing information and evaluating results to choose the best solution and solve problems.
• Developing specific goals and plans to prioritize, organize, and accomplish your work.
• Scheduling events, programs, and activities, as well as the work of others.

Analyzers will often perform the following tasks:

• Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
• Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
• Assessing the value, importance, or quality of things or people.
• Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

• Analyzing financial information obtained from clients for determining strategies for meeting clients’ financial objectives.
• Answering clients’ questions about the purposes and details of financial plans and strategies.
• Interviewing clients for determining their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed for developing the financial plans.
• Implementing financial planning recommendations or referring clients to someone who will be assisting them with the plan’s implementation.
• Preparing or interpreting information for clients such as investment performance reports, financial documenting summaries, or income projections.
• Guiding clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
• Contacting clients periodically for determining any changes in their financial status.