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TIA Practice Assessment

Submit your results below for a free 30-minute coaching session with Nicole, our Director of Engagement.

Share your answers via this brief survey.

Start

With PURPOSE

Question 2 of 16

Why are you a financial advisor?

Question 3 of 16

Who do you have the unique ability and desire to serve?

Question 4 of 16

What kind of impact do you hope to make in the world?

On PURPOSE

Question 6 of 16

Is your advice of "High-Value?"

Please score yourself on scale of 1-5 and feel free to add additional thoughts.

Question 7 of 16

Is your practice "Client-Centric?"

Please score yourself on scale of 1-5 and feel free to add additional thoughts.

Question 8 of 16

Do you offer truly "Comprehensive Financial Planning?"

Please score yourself on scale of 1-5 and feel free to add additional thoughts.

Question 9 of 16

Are you delivering a meaningful client  "EXPERIENCE?"

Please score yourself on scale of 1-5 and feel free to add additional thoughts.

Question 10 of 16

What was your biggest take away from this practice assessment?

ABOUT YOU

Question 12 of 16

Where are you in your career?

(Select all that apply)
A

Early

B

Mid

C

Late

Question 13 of 16

How do you operate?

(Select all that apply)
A

Solo-practitioner

B

Solo with Staff

C

Multi-Advisor Team with Staff

Question 14 of 16

Are you part of a:

(Select all that apply)
A

Captive Broker-Dealer

B

Independent Broker-Dealer

C

RIA

D

Other

Question 15 of 16

What is your estimated gross revenue or GDC?

(Select all that apply)
A

Less than $100k

B

$100k-$500k

C

$500k-$1M

D

$1M+

Question 16 of 16

Would you like to be contacted to schedule a FREE 30-minute coaching session with Nicole our Director of Engagement?

A

Yes

B

No

Confirm and Submit