Are you ready to scale your financial advisory practice to drive massive and sustainable growth? Unfortunately, most Financial Advisors do not know how to scale. They fail to run their practice like a business and consequently never live up to their full potential. Even worse they find themselves trapped by the demands of their clientele and are unable to lift the proverbial ceiling on their income. By answering the following questions, the next few minutes may change your entire career. Find out if you are ready to achieve the level of success that only the 1%'ers accomplish.

1. Weak      2. Needs Help      3. Average     

4. Good      5. Excellent

1.  Do you have a mission statement?

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2.   Do you have a clearly defined value proposition?

3.   Are you familiar with demographics and population of your area?

4.   In the eyes of people within your surrounding area, do you own your surrounding market?

5.   Do you have a niche target market?

6.   Do you consider yourself a specialist?

7.   Do you do comprehensive financial planning?

8.   Do you have a CRM?

9.   Do you have a website?

10.   Do you have a sales and marketing pipeline?

11.   Do you spend at least 10% or your total GDC on marketing?

12.   Do you know the ROI on your annual marketing spend?

13.   Do you survey your client base quarterly using Net Promoter Score?

14.   Do you have a client on boarding process?

15.   Do you have a client servicing model?

16.   Do you have a clearly defined process for getting referrals?

17.   Do you have a process for getting multigenerational referrals?

18.   Do you do center of influence marketing?

19.   Do you do regular client appreciation events?

20.   Do you have a prospect marketing drip system?

21.   Do you send out a monthly newsletter?

22.   Do you do any social media or internet-based marketing?

23.   Do you have a blog?

24.   Do you have at least one full time assistant?

25.   Have you systematized asset management?

26.   Do you spend at least 70% of your time on client / prospect facing activities?

Please input your name and email and your report will be emailed to you instantly. You will receive your Scale Ready evaluation along with some very helpful tips that drive your success.

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