ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

As experts in financial services, we not only have a responsibility to give our clients sound financial advice but also to share creative strategies to help them thrive. Before we are able to provide them with quality services, we have to understand our value as financial services professionals and have a strong business model to put our expertise into action. 

We have to truly understand what we offer, what we don’t offer and why. Intentionality is key to any business but is paramount to profitability in the financial space. 

Are you equipped to set your clients up for a lasting financial legacy? 

Take the Advisor Strength Meter and find out.


* First Name
* Last Name
* Email Address

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

ONE
I'm actively involved in an advisor community that challenges me and offers new perspectives on my business.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

TWO
I have a clearly defined niche and know who my ideal client is.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

THREE
I give away a lot of free advice in pursuit of signing a client.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

FOUR
Selling financial products to my clients is the most effective way to achieve my business goals.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

FIVE
I feel like the amount of time I’m working is not yielding the revenue I want.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

SIX
I have a long-term plan in place for my business.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

SEVEN
I regularly evaluate opportunities to expand my offerings to clients.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

EIGHT
I am unsure of my value-add potential and how to charge reasonable fees for that value.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

NINE
I’m willing to embrace discomfort in order to accomplish great things for my business.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

TEN
I often find myself stuck and not knowing what steps to take to grow my business.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

ELEVEN
I am effective at communicating my value to clients so they know why they work with me instead of other advisors.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

TWELVE
I am confident that the way I serve my clients is better than most advisors.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

THIRTEEN
I seek out clients whose problems I truly want to solve because that inspires me to do my best work.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

FOURTEEN
I know there is a lot to learn in this business, but I don’t know where to find that information.

ARE YOU REACHING YOUR FULL POTENTIAL AS A FINANCIAL PROFESSIONAL?

FIFTEEN
I tend to avoid difficult conversations with my clients and team members.

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