Agency maturity assessment
A multi-dimensional maturity assessment that scores agencies across Process, Client, and Team maturity to identify their dominant strength area.
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Financial practice growth assessment
Evaluate financial practice growth readiness across client acquisition, compliance readiness, service offerings, technology adoption, and referral pipeline with tiered recommendations.
Help advisors pinpoint their next growth lever
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Questions in this template:
You can tweak any of these questions after installation.
- 01
How would you describe your client acquisition system?
- Relying on word of mouth with no system
- Some networking and events but nothing repeatable
- Defined lead funnel with consistent prospect flow
- Multi-channel acquisition with predictable new client volume
- 02
How prepared is your practice for compliance?
- Handling compliance ad hoc as issues come up
- Basic compliance procedures in place
- Documented compliance framework with regular reviews
- Proactive compliance program with automated monitoring
- 03
How well-defined are your service offerings?
- Single service with no clear packaging
- A few service tiers but unclear differentiation
- Well-defined service packages aligned to client life stages
- 04
How much technology have you adopted in your practice?
- Spreadsheets and manual processes
- CRM in place but underutilized
- Integrated tech stack with client portal
- Fully automated workflows from prospect to ongoing service
- 05
How strong is your referral pipeline?
- No referral system in place
- Occasional referrals from happy clients
- Active referral program with COI partnerships
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