Self-Assessment
Pick the view that matches how you work. Twenty statements, scored 1 to 5. You will get a first read of all four scores — then a briefing, specific to the constraint, if you want the full picture.
01
Twenty statements
Four areas. Answer as the week actually is.
02
A first read
The four scores, the constraint, and a teaser of what it means.
03
The briefing
Share your name and what brought you here. You get the statements, the four moves for this week, and a briefing you can keep.
For the individual advisor inside a firm that already has compliance structure.
Score how you grow relationships, run your week, retain clients, and build work that lasts. Twenty statements, a first read of the four scores, then a briefing on the constraint. Designed for advisors at a broker-dealer, bank, or firm where the compliance frame already exists and the work is still yours.
Begin the 20 statementsFor a team of two or three advisors, or an advisor paired with a planner and a CSA.
Score the practice, not just the producer. Same four areas, seen through the team: who you serve, how work actually gets done, how clients experience you, and whether the business can outlast any one person. Twenty statements, a first read, then the briefing.
Begin the 20 statementsGrow the Business
Organic growth, ideal client clarity, referral discipline, marketing focus, and prospect to client conversion.
Run the Business
Repeatable process, team consistency, follow up, daily habits, and operational efficiency.
Retain the Business
Trust deposits, client experience design, A, B, and C segmentation, and relationship management.
Transition the Business
Succession, continuity, leadership development, transferability, and long term value.