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.
Answer 12 yes or no questions
Results in 2 minutes or less
Rapid quiz, speedy results. Free, accurate & reliable.
Remove the guesswork of how well you are delivering on all areas of your business by taking this speedy test.
Assess your firms road to success...
Find out your score in
2 minutes or less!
Your results will be tailored to your score with custom
insights based on where you are right now.
About Us
The Financial Planning Club
The Financial Planning Club is a consultancy focused on supporting business owners in the financial planning sector.
We empower your business through strategic growth planning, operational efficiency, and enhanced client engagement, all underpinned by a strong culture of accountability.
We uniquely connect you with expert collaborators who bring specialised knowledge and resources, further enhancing our services. These collaborations allow us to provide comprehensive support tailored to your specific needs, helping you navigate industry challenges and achieve measurable success in an evolving financial landscape.
Gain confidence & clarity in 2 minutes or less.
Running a business business is a big responsibility and a lot of effort. It is really good practice to stop and review progress every so often.
- Find out your success score
- It’s completely free
- Receive customised results instantly
Gain confidence & clarity in 2 minutes or less.
Running a business business is a big responsibility and a lot of effort. It is really good practice to stop and review progress every so often.
- Find out your success score
- It’s completely free
- Receive customised results instantly
