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Free Financial Advisory Assessment


Welcome to our Free Financial Advisory Assessment

The first goal of Practice Management is to develop a better understanding of your advisory business. Sometimes it is difficult to know when and where to start your business improvement journey. View this assessment as a way to identify areas where your business is performing well and highlight areas where it could do better. This assessment will help you rate your business in 10 key areas.

Read through each statement and determine where your business stands by selecting the most appropriate answer with regards to how you are performing in relation to each question. On completion you will be able to see your result and also benchmark your score against those of your colleagues.

On completion you will be able to see your result and also benchmark your score against those of your colleagues. You may also wish to have a PDF document of the result sent to you. This report will  give you an overview of how you have done but also allow you to insert action steps that will allow you to either maintain or improve your overall score.


SWOT
You will be asked to select an answer from poor to excellent. Wherever possible, answer all the questions from your personal perspective, even if you are required to follow firm-wide procedures and use systems over which you have no control.

 





 

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