check

Financial Advisor assessment

Subjective assessment for financial advisors to score how they are doing in the key areas of their financial advisory practice.

Click the button below to start.

Start

Question 1 of 10

How long have you been in the industry? Brief background...

Question 2 of 10

You have a strategic business plan?

A

YES

B

No

C

I start but never finished

D

I have in the past but I never follow it!

Question 3 of 10

I have a formal strategy to generate leads.

A

YES

B

NO

Question 4 of 10

What's been you production the last three years? What is you production goal for 2019?

Question 5 of 10

What kind of product/service to you provide?

A

Insurance

B

Investment Management

C

Annuities

D

Comprehensive Financial Planning

Question 6 of 10

Explain your client service plan.

Question 7 of 10

What do you see as the major challenges holding you and your business back from growing at the pace you want?

Question 8 of 10

What’s your #1 Biggest Challenge with signing up new clients?

Question 9 of 10

On a scale of 0-10, how important is it for you to overcome your challenges and achieve your goals today?

Question 10 of 10

What's your compensation mix?

(Select all that apply)
A

AUM Investment Management fee

B

Transaction commission

C

Fee For Comprehensive Financial Planning (hourly, project, retainer or subscription)

Confirm and Submit