Who should complete this?
If you are the owner, managing director or a key decision-maker in a financial planning firm, this scorecard is designed for you. It will help you assess where your business stands today, highlight the areas that are working well, and reveal where there may be opportunities to create more clarity, momentum and growth. This scorecard is not intended for employed advisers or team members who are not responsible for leading the business.
Growth, Direction & Strategy
This section explores how clear, focused and commercially prepared you are for the next stage of growth, helping you understand whether you have the strategic foundations in place to scale your business with confidence.
Capacity, Operations & Team
This section looks at how well your business is structured to run efficiently, helping identify whether you have the time, systems, people and operational control needed to support growth without everything relying on you.
Marketing, Proposition & Client Pipeline
This section examines how effectively your business is positioned to attract, win and retain the right clients, helping you understand whether your proposition, marketing activity and pipeline are creating consistent momentum.
Leadership, Support & Momentum
This section explores how supported and equipped you are as the leader of your business, helping identify whether you have the accountability, outside perspective and confidence needed to make strong decisions and keep moving forward.
