Independent Advisor - Performance Diagnostic

Do you know where to improve your strategies and capabilities to drive higher performance as an independent advisor? Guide your advisory success in the years ahead with a detailed, tailored roadmap on how to achieve superior business advisory performance as an independent advisor. Complete Mindshop's independent advisor diagnostic to:

  • Reveal where you are now versus your future aspirations against five advisory performance levels.
  • Get a heatmap of your current performance across eight success factors and eight foundational traits.
  • Receive a detailed Mindshop One Page Plan with four strategies and actions to focus on for success.
  • You'll also see the five key barriers holding you back!

You will be presented with your results immediately after clicking 'Submit' at the end of the survey.

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