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.
Answer 20 scored questions
Get your results in minutes
20 scored questions. Clear results in minutes
Get a quick, practical snapshot of how strong the foundations of your business are across strategy, operations, client pipeline and leadership with clear insight into where you are doing well and where there may be opportunities to improve
Assess the strength of your business foundations...
Find out your score in just a few minutes!
Your results will give you a clearer picture of where your business is strong today, where there may be gaps or pressure points, and where the right support could help you build more momentum.
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
