In most financial advisory practices, 20% of what you do drives 80% of your results. This diagnostic helps you identify your current areas of opportunity.
How to answer: For each statement, rate how true it is of your practice today, from Strongly Disagree to Strongly Agree. These are deliberately tactical, "do you actually do this" questions, not abstract ones. There are no free text fields and no right answers. Just an honest read on where things stand right now.
Activation
Building your foundation — client complexity, book analysis, and your service model.
Optimization
Creating systems that scale — relationship management and structured communication.
Acceleration
Systematic growth — discovery, business development, and disciplined execution.
Let's get your information on file.
This attaches your results to the right practice and coaching relationship.
Building Your Foundation
How clearly you understand your book of business, your clients, and the service model you've built around them.
Thank you.
Your coach will follow up with you personally to walk through your results.
Here is your 20%.
Below is your full priority ranking across all 70 statements, sorted from the biggest opportunity in your practice to the areas where you're already strong.
Top 5 Priorities
Your biggest opportunities — the vital few worth acting on firstLowest 5 Priorities
Already working well — maintain, don't over-invest hereFull Ranking
All 70 statements, most important to least importantWant help acting on this?
AlphaScale works directly with advisory teams to turn a diagnostic like this into a focused 90-day execution plan.
