Quick Practice Assessment

Who is this for?

Our Online Practice Assessment was designed for all types of advisors (solo practitioners to team practices) who are interested in exploring our services but don't know where to begin.

How long does this take?

This assessment requires less than 20 minutes and is meant to provide a high-level overview of the advisor's practice to identify strengths and weaknesses.

What's Included?

This survey helps us identify your biggest opportunities and challenges. An Executive Coach will review your results with you over the phone and will let you know which of our services may be right for your situation.

Areas Addressed:
  • Short & Long-Term Practice Goals
  • Vision & Foundation
  • Team Management
  • Business Management
  • Client Acquisition
  • The Client Experience
  • Continuity & Legacy Planning

What's the Fee?

This is a free introductory service. Should our Executive Coach recommend additional services to you, you will receive a detailed quote with those fees.

Complimentary

Looking for Something More In-Depth?

If you are ready to get started and would like a more detailed review of your specific practice operations, please check out our In-Depth Practice Assessment

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