Leading Advisor Financial Advisor Coaching

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.

1

2

3

4

5

6

7

8

9

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.

1

2

3

4

5

6

7

8

9

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.

1

2

3

4

5

6

7

8

9

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.

1

2

3

4

5

6

7

8

9

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.

1

2

3

4

5

6

7

8

9

10

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

 

ADD COLUMN TOTALS

 

 

                   

YOUR SCORE ________

Click here to return to Coaching Page


About Us | Blog | Financial Advisor Coaching | Newsletter | Financial Advisor Speaking | Financial Advisor Training | Contact |
Terms, Conditions and Disclaimer | Sitemap
66 queries in 3.161 seconds.
Get in touch with Laura : 1-877-248-6012 | Request Call Back | Email Her