Advisor Performance Discovery

1
Name* This field is required.
First Name
Last Name
2
Your Email* This field is required.
example@example.com
3
Thinks ahead with strategic insights
1
2
3
4
5
6
7
Not at all
To a very great extent
4
Makes wise decisions* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
5
Implements ideas properly and accurately* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
6
Well prepared* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
7
Simplifies complex concepts* This field is required.
1
2
3
4
5
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7
Not at all
To a very great extent
8
Solves problems resourcefully* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
9
Provides education* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
10
Uses analysis in planning* This field is required.
1
2
3
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5
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7
Not at all
To a very great extent
11
Competent in planning skills* This field is required.
1
2
3
4
5
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7
Not at all
To a very great extent
12
Helps you understand the plan* This field is required.
1
2
3
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5
6
7
Not at all
To a very great extent
13
Advisory Competence Calculation
14
Completes plans and reviews on a timely basis* This field is required.
1
2
3
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5
6
7
Not at all
To a very great extent
15
Monitors accountability to goals* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
16
Decisive decision-maker* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
17
Timely response to questions* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
18
Keeps track of information* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
19
Takes action and is proactive* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
20
Appropriate monitoring of investments* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
21
Helps define and set clear goals for clients* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
22
Ability to confront financial problems* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
23
Arranges regular meetings* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
24
Results Drive Calculations
25
Comfortably speaking directly* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
26
Responds diplomatically when needed* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
27
Clearly communicates expectations* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
28
Provides appropriate level of information* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
29
Adapts communication for people/situations* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
30
Speaks calmly in difficult conversations* This field is required.
1
2
3
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5
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7
Not at all
To a very great extent
31
Communicates genuine concern for others* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
32
Does not embellish explanations* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
33
Expresses true views in meetings* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
34
Manages expectations to avoid surprises for others* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
35
Emotional Engagement of Others Calculation
36
Discovers what is important to each person* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
37
Provides regular encouragement to others* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
38
Allows sufficient interaction time* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
39
Likeable and friendly* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
40
Treats people with respect* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
41
Good listener* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
42
Addresses sensitive issues with empathy and tact* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
43
Responds to questions patiently* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
44
Wants and helps others to succeed* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
45
Comfortable in discussing personal and familial issues* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
46
Advisor Relationship Building Calculation
47
Acknowledges how clients feel * This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
48
Allows others to be open about their frustrations without becoming defensive* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
49
Comfortable listening openly to others' feedback about his/her performance* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
50
Takes personal responsibility* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
51
Comfortable when solutions challenged* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
52
Allows fees to be questioned* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
53
Reacts appropriately to market volatility* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
54
Demonstrates investment discipline* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
55
Recognizes and responds appropriately to the emotions of others* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
56
Displays sound judgment* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
57
Avoids trivializing the feelings of others* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
58
Willing to compromise* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
59
Manages ego and self-promotion* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
60
Not overly protective of prior decisions* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
61
Positively influences others without manipulating them* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
62
Advisor Emotional Quotient Calculation
63
Respects confidentiality* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
64
Provides positive energy* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
65
Provides relaxed environment* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
66
Reliable and consistent* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
67
Approachable* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
68
Vulnerable, acknowledges his/her mistakes* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
69
Shows humility* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
70
Keeps his/her promises* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
71
Authentic* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
72
Has an inclusive approach* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
73
Advisor Trust Calculation
74
Supports client goals first* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
75
Demonstrates courage to do the right thing* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
76
Has honesty and integrity* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
77
Walk matches talk* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
78
Fees represent value for money* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
79
Manages conflicts of interest* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
80
A good role model* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
81
Treats clients fairly* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
82
Does not oversell products for his/her gain* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
83
Transparent with fees and commissions* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
84
Advisor Values Calculation
85
Understands the financial performance drivers for the business* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
86
Knows how to take advantage of business opportunities* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
87
Has clarity about personal relationship to money for business and life* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
88
Manages the business model to ensure performance is fairly rewarded* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
89
Has clarity about what needs to be done to achieve life and financial goals* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
90
Knows how to create and maintain financial sustainability* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
91
Has invested in human capital to personally grow* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
92
Learned to keep perspective between risk and return* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
93
Knows how to functionally manage financial risks * This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
94
Has a positive mindset about dealing with financial issues* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
95
Financial Behavior Capability Calculation
96
Makes and monitors decisions based on identity, life purpose and values* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
97
In touch with intuition and instincts* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
98
Performs appropriate independent research before making a decision * This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
99
Effectively uses past experiences* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
100
Aware of the biases that may negatively influence decisions* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
101
Knows when to say "no"* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
102
Confident in the business decisions that get made* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
103
Balances daily actions with long term objectives* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
104
Knows how to create a "win-win" alignment for all stakeholders* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
105
Has a sounding board to help assess risk and stay on track* This field is required.
1
2
3
4
5
6
7
Not at all
To a very great extent
106
Decision-Making Discipline Calculation
107
Average Total
108
Actual Total Score
109
Your Advisor's EmailProvide your advisor's email address if you would like us to email them with a copy of your results.
example@example.com
110
How was your experience with this discovery process?
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