Discovery and Relationship Building Assessment

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Take the Firm Assessment (2 min.)

Rate your firm to uncover areas of opportunity for building relationships with your clients.

7Questions

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1. We collect information about clients to build client profiles.* This field is required.1 being the lowest and 5 being the highest.
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2. My firm’s onboarding process is completely digital.* This field is required.1 being the lowest and 5 being the highest.
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3. My firm has well-defined onboarding workflows.* This field is required.1 being the lowest and 5 being the highest.
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4. We hold discussions to uncover client values up front.* This field is required.1 being the lowest and 5 being the highest.
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5. My firm has a clear process for determining client goals.* This field is required.1 being the lowest and 5 being the highest.
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6. My firm is transparent about how client data is used and secured.* This field is required.1 being the lowest and 5 being the highest.
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7. Clients feel comfortable having open money conversations with me.* This field is required.1 being the lowest and 5 being the highest.
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1 to 2.4 is Evolving... 2.5 to 3.5 is Established... 3.6 to 5 is Advanced.
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