Who should complete this?
If you're the owner, managing director, or a decision-maker in an IFA firm, this scorecard will give you valuable insight into where your business stands today and where it could be tomorrow. This isn’t aimed at individual financial advisers or employed team members.
Business Growth & Strategy
This section evaluates how well-defined and scalable the business's growth strategies are, helping identify whether you have a clear plan for future success.
Operational Efficiency & Team Management
This section explores the operational structure, team dynamics, and resource management, providing insight into how efficiently the business is running and identifying areas for potential improvement.
Client Relations & Marketing
This section examines the strength of the business’s marketing, client retention, and referral strategies, uncovering opportunities to enhance client engagement and revenue generation.
Coaching & Personal Development
This section assesses openness to coaching, long-term vision, and leadership development, determining whether you are ready to invest in personal and professional growth through external support.
