Would you succeed as A GENERIC ADVISER?
Answer 36 questions about you and your business plan and discover whether you have what it takes to succeed.
How it works
Answer 36 quick-fire questions to reveal your Generic financial planner success score
This scorecard has been developed to quickly and painlessly produce a success score based on your answers. In under 4 minutes you will generate results with tailored feedback on how to improve.
No gimmicks, no number crunching, just some simple yes/no questions to sense check if this route is right for you!
You’ll be scored based on the following 8 key areas:
Purpose
Purpose-driven organisations are more efficient, profitable and popular with customers.
Providence
Identifying core strengths and weaknesses, leads to fresh perspectives, and new ideas.
People
Managing relationships with stakeholders is key to a business’s long-term success.
Practicalities
Mastering the operations of a specific industry can help the business achieve success.
Planet
How eco-friendly your firm is has a major impact on your community and the planet.
Process
Look at a business from an external perspective and consider the key influences and the implications.
Profit
Ability to generate revenue to cover operational cost, create value by adding assets to the balance sheet, and expand and take up projects for future growth.
Promotion
How a firm can engage with customers to convince them to buy their product or service and to gain a competitive advantage.
