How Do You Score on The Plan · Practice · Profit ™ Scorecard?

To clearly understand your current situation, complete The Plan · Practice · Profit Scorecard™. Rate your reactions to each pair of phrases. Decide where you score on the scale from 1 to 10, 10 being the highest score. Add up your total from each column.

Financial Survivor Financial Advisor
1.


I lack focus.

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10

I follow a written 5-year vision, business plan and 90 day goals.
2.


I am not making as much money as I would like.

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10

I have financial controls and am fully satisfied with the amount of money I am making.
3.

 

I have to get myself pumped when I am selling.


 1 2 3 4 5 6 7 8 9 10

I feel naturally excited about my work and I enjoy the marketing and selling process.
4.


I feel I am not getting enough referrals.


 1 2 3 4 5 6 7 8 9 10

I am getting many great, qualified referrals.
5.
 

I feel that I am working too hard, with too many unqualified or C and D clients.


 1 2 3 4 5 6 7 8 9 10 I have a client engagement process and I segment my clients.
6.
 

I try to serve anyone and everyone.


 1 2 3 4 5 6 7 8 9 10 I have branded my business and I am focused on a niche market.
7.


I do too many favors and I sell too many products.


 1 2 3 4 5 6 7 8 9 10

I am focused on profitable products and services.
8.


I feel completely overwhelmed doing things I donÕt like to do.

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10

I have a hiring system, I do what I love to do and delegate everything else.
9.


I have a lot of conflict in my business relationships.

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10

I manage my business relationships extremely well.
10.


I beat myself up when things don’t go right and I have lost my enthusiasm for my business.

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10

I always celebrate my successes and learn from my setbacks. I am achieving my true potential as an advisor.
 

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