Build A Practice That Delivers Growth Without Sacrificing Your Freedom
Most advisors do not have a knowledge problem. They have a time problem, and they often focus on the wrong things. Too many tasks. Too much busy work. Not enough of the activity that actually grows the business. The Advisor Growth Index scores your practice across 18 focus areas in six categories, and shows you exactly where your time and your revenue are leaking. It is not a quiz. It is a mirror.
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Enter your details. Your assessment begins the moment you submit.
Answer honestly
36 questions across 18 focus areas, presented one at a time. Candor is the whole point.
See your score
Your Growth Index, all 18 focus area scores, and the three gaps costing you the most.
Let us get your results to the right place
Your details are used to build your personalized score report. Nothing is shared, and you can unsubscribe at any time.
Your assessment begins automatically the moment you submit the form above.
Built by The Business Accelerator from 28 years inside the financial services industry.
Scoring your practice
Calculating your Growth Index and identifying your opportunity gaps.
Here is where your practice ranks
Your six category scores
Gold marks your weakest categoriesAll 18 focus areas
Scored out of 100Your three largest opportunity gaps
These scored lowest. In our experience, this is where the fastest growth is usually sitting untouched.
Your 90 Day Growth Plan is not automated
Your score tells you where the gaps are. It does not tell you what to do about them, and no form can. The 90 Day Growth Plan turns your specific scores into a sequenced execution plan for a business like yours, and it is built with you, live, in a one on one Strategy Session.
- Specific action steps for each of your opportunity gaps
- Your scores translated into a focused 12 week execution cycle
- A prioritized critical path, so you know what to do first
- An honest read on what is actually holding the business back
Turn your score into a 90 day plan
Book your complimentary Strategy Session with Wendy. We will walk through your results together and build the 90 Day Growth Plan that closes your biggest gaps first.
Book Your Strategy SessionThe Advisor Growth Index | The Business Accelerator