Phone :1-800-231-5272   |   Mail :frank@maselligroup.com

Advisor Self Analysis Quiz

Fill out the questions below and submit the quiz to find out your score!

Start with Conviction

I have a core set of beliefs about my business that do not vary and cannot be shaken by market volatility.

                        

I incorporate these convictions into my daily activities.

                        

I regularly share these convictions with my team and my clients.

                        

Work with Passion

I am genuinely excited about what I am doing as a professional.

                        

I feel confident, in control and enthusiastic about the overall direction of my business.

                        

I recognize my deepest personal strengths and am working from those strengths every day.

                        

Invest in Yourself

I invest 5-10% of my gross income into my business every year.

                        

I attend and participate in advanced skill training to enhance my personal strengths.

                        

I know where my marketing dollars are going and what the return on that investment is.

                        

Be Disciplined

I have some form of written business plan that defines my goals and activities for the year or month.

                        

Despite market activity, I have a pretty good idea of what I will be working on every day.

                        

I am able to focus my attention and energy on the most critical and valuable tasks for my business.

                        

Thrive on Chaos

I am intellectually and emotionally comfortable with rapid change and economic volatility.

                        

When faced with external uncertainty and confusion, I remain calm and act decisively for my clients.

                        

I take advantage of difficult times to grow my business and reach out to new clients.

                        

Become a Professional Communicator

I can simplify complex concepts into easy-to-understand, actionable language for my clients.

                        

I practice "active listening" and am able to identify the intellectual and emotional content in a conversation.

                        

I am comfortable, professional and effective when speaking to groups.

                        

Learn to Target Market

I currently specialize in a certain type of client segment or a particular investment discipline.

                        

I have already identified a target market niche opportunity that I am penetrating for business.

                        

I can identify key local industries, companies and professionals that I would like to target.

                        

Master Referrals

I am currently getting a steady stream of high-quality referrals from my top clients.

                        

I know specifically which clients and centers of influence (COIs) I would like referrals from.

                        

I have developed an effective, professional approach for asking for referrals from top clients and COIs.

                        

Build Your Team

I am part of a good team -OR- I recognize the benefits of teams and am starting to build one.

                        

My team functions effectively with each member working mainly in their strongest abilities.

                        

I have a "virtual" team which allows me to tap the expertise of other professionals as needed.

                        

Build Your Brand

I have a strong individual brand identity that is clearly defined and easy to understand.

                        

I have branded my business on my core strengths and most consistent actions/behaviors.

                        

The majority of my top clients know who I am and specifically what I do for them.