Discover the health of your agency in these 5 key areas:

  • Account Executives
  • Selling
  • Credibility
  • Staff
  • Transforming your Practice into a Business

Estimated time to get to the results page – 6 minutes

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Attracting Qualified Prospects


You are getting face-to-face with as many qualified “A” prospects as you want to grow your income

Neither

Attracting Qualified Prospects


You have a written demographic and psychographic description of your Right Fit “A” prospect

Neither

Attracting Qualified Prospects


You know the LCV, Lifetime Client Value, of a Right Fit Prospect and how much to profitably invest to get one

Neither

Attracting Qualified Prospects


You have multiple predictable marketing systems that generate as many leads as you need

Neither

Attracting Qualified Prospects


You have a proven system that nurtures warm prospects and leads into face-to-face appointments

Neither

Selling


You know your P2C (Prospect to Client) Conversion number

Neither

Selling


Your P2C Conversion Number is steadily increasing every year

Neither

Selling


You have a step-by-step system to convert qualified prospects to clients

Neither

Selling


A staff member is fully trained on the sales system and executes it flawlessly

Neither

Selling


You have a system that nurtures stalled prospects and clients

Neither

Credibility


Your prospects are convinced of your credibility and trust you even before they meet with you

Neither

Credibility


You have qualified prospects contacting you because of your credibility

Neither

Credibility


You are known as the “go to” advisor among your 3 targeted niches

Neither

Credibility


Qualified prospects can easily differentiate you from other advisors and seek you out

Neither

Credibility


You are using a multi-pronged credibility strategy that includes articles, visible authority connections, radio, TV and book

Neither

Staff


You have all Right Fit staff who are fully committed and pulling in the same direction

Neither

Staff


Your staff knows your vison and your “why” and make choices and take action as if they owned your business

Neither

Staff


Your staff each have a written personal growth plan that they’re actively working on

Neither

Staff


Your clients are totally comfortable and fully served without needing to talk to you

Neither

Staff


Your team have clearly defined roles, are able to operate within them and your firm’s productivity exceed industry benchmarks

Neither

Transforming your Practice into a Business


You are on track to double your revenue in the next 3 years

Neither

Transforming your Practice into a Business


You are making the kind of money you want

Neither

Transforming your Practice into a Business


You know your “Energy Zone” and work in it 80% or more of your time making coming to work energizing and fun

Neither

Transforming your Practice into a Business


You are taking off as much time as you (and your family) would like without checking in, worry and fear

Neither

Transforming your Practice into a Business


You have documented, precision systems for credibility, marketing, sales, on-boarding and delighting your clients

Neither

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