Business Assessment

This assessment will paint a picture of where your business is today and where you want it to go tomorrow. I will review this before our call and it will ensure we have a productive conversation. Thank you.

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Background Questions

List 3 top goals you have for the firm for next 12 months.

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Vision and Strategy

Have a clear vision and strategy for where you want to take your firm over the next 5 years.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

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People and Compensation

Every team member is performing at a minimum “8 out of 10” performance level, is doing the “right work,” and has an appropriate compensation plan in place.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Metrics and Monitoring

Have a series of metrics that you track and a reporting system in place to monitor and ensure your business operates profitably, efficiently and that service levels are being met.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Culture and Mission

Have an environment/culture/mission that would compel your existing and future team members to feel like working at your firm is a “calling” and not a job.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Client Experience

Have an effective and consistent client experience process across every touchpoint from a prospect’s first contact with your firm through their lifecycle as a client.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Technology Effectiveness

Effectively use technology in all facets of your business including trading, rebalancing, CRM, portfolio accounting, client account access, marketing, etc.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Brand Presence

Have an effective brand and online presence that portrays and positions your firm in the right light to your ideal target clientele.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Lead Generation

Have a system that consistently generates quality leads and keeps your pipeline of potential clients full.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Background Questions

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Revenue


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Final Question

Summary

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