This New Generation
Advisor Self-Assessment Tool is an efficient way of benchmarking
how you are travelling now. It will identify any opportunities for
improvement and highlight your unique strengths and in doing so
raise your own personal awareness and business potential.
This Assessment Tool
graphs and compares your results with the average advisor
population in 10 key strategic areas and then gives you a customised
report with a summary strategic plan to becoming a New Generation
Advisor.
The output for this assessment
will be a series of pages, which will identify how you score in
each of the 10 key 'New Generation Advisor' areas:
Active listening
The real bottom line = Lifestyle
Communication matching
Courting time
Productively proactive
Expect expectations
The "Now Future" principle
Coach & mentor
Client Bias, Not Product Bias
Broader service offering
Strategies as well as
some key actionables will be included to help improve that score.
Each score will be benchmarked against the advisor population average.
