tru Experience 2025 Strategic Plan

tru Experience 2025 Strategic Plan
Please answer the following questions to the best of your ability and to whatever extent you'd like to share. The results will drive our joint initiatives for 2025.
Your Name:

First NameLast Name
Firm Name:
What Services does your Firm offer today? (Check All That Apply)
Which Products and Solutions does your Firm offer today? (Check All That Apply)
What products or services, if any, are you considering adding in the next 12 months?
STRATEGIC PLANNING

Please answer 'Yes or No' to the following:

	Yes	No
Do you have a written Strategic Plan?
Do you have a Mission, Vision and/or Values Statement?
Do you have a defined Marketing Strategy?
Do you have defined firm Metrics and KPIs?
Do you have an Ideal Client Persona or Profile?
Do you have a documented Referral Strategy (client, COI)?
Do you have a Talent Management Strategy (recruiting, onboarding, retention)?
Do you have a Next-Gen strategy?

Do you have a High-Performing Team?
Do you plan on hiring additional staff in the next 12 months?
Do you plan on hiring additional financial advisor(s) in the next 12 months?

Rank in order how you plan to grow your business next year. Rank 1 through 6.

	Ranking:
Client Referrals
COI Referrals
Marketing - Digital, Social, Traditional
Convert Existing Client Assets Held-Away
Cross-Sell New Services to Existing Clients
Acquisition (Tuck-In)

What is your New Client growth goal for 2025?
What is your Revenue growth goal for 2025 (%)?
Have you partnered or considered partnering with any Lead-Gen Services?

YesNoNo, but we have considered it
How many client appreciation/marketing events do you do per year?

01-22-34+

Rank in order your top 6 strategic initiatives in the next 12 months. Rank 1 through 6.

	Ranking:
Expand Product or Service Offerings
Improve Marketing and Business Development Efforts
Improve Strategic Business Planning and Execution
Invest in New or Existing Technology
Pursue an M&A Strategy
Develop or Enhance Succession Plan
Develop or Enhance a Talent Management Strategy
Change or Update Compensation Plans
Implement a Client Segmentation Strategy
Change Fees or Pricing Structure (ex. add flat fees, charge more)
Improve Investment Performance
Improve Client Experience

Additional Comments (if any):
Tell us more about your 2025 goals:
TECH & OPERATIONAL ASSESSMENT
Please rate the following:

(1: Bad, 5: Excellent)
How would you rate your "digital experience" today?
How would you rate your firm's usage of Workflows to increase efficiency and consistency?
How would you rate your firms usage of your "CRM"?
Please rank your satisfaction with the following (as applicable):

(1: Bad, 5: Excellent)

	How satisfied are you overall?	Comments
Portfolio Accounting Software (truView, Orion, Black Diamond):
CRM (truView, Wealthbox, Redtail, Salesforce)
Financial Planning (MoneyGuide, eMoney, Right Capital):
Client Portal:
Investment Research:
Portfolio Analytics:
Proposal Generation:
Marketing Software:
Account or Data Aggregation:
Tax Planning:
Document Management:
Compliance Software:
Accounting/Bookkeeping:
Phone System (ex. voice, text):
Notetaking Tool (ex. AI)
Scheduling App:

Any other tools you like that do not fall into the categories above?
BUSINESS RISK ASSESSMENT

If completed, this assessment includes a specific deliverable and follow-up meeting if you are interested in reviewing further.
Do you understand all the major events that could take place that could dramatically impact your business, and how you and your firm will address them?

NoNot SureYes
Do you have a clearly defined succession plan?
How do you monitor the valuation of your company?

We Don’tWhen we think of it or need it for somethingRegularly and Formula-Driven
How dependent is the success of the business tied to the Owner working in the business?

100%SignificantOther
Do you have a clear funded plan for the business should an unplanned event in your life take place? (i.e., death, disability, critical illness)?

NoWe purchased life insurance previously but have not reviewed and/or adjusted the amount of coverageYes, and we review it regularly
Do you understand all the different ways to structure a "Buy/Sell" agreement and know what structure best meets your situation?
Have you considered strategies to retain key, mission critical employees?

NoYes. We have a non-compete, non-solicitation and/or other programs in placeWe need to conduct a review of our compensation strategiesOther
Do you have business protection in place should a Key Employee die or become disabled?

NoMaybeYesOther
Does your company carry significant debt?
FINAL QUESTIONS...

Honesty is the best policy.
What can tru Independence do in 2025 to better support your business?
What can tru Independence do in 2025 to better support your GROWTH?
Should be Empty:

tru Experience 2025 Strategic Plan

STRATEGIC PLANNING

TECH & OPERATIONAL ASSESSMENT

Please rate the following:

Please rank your satisfaction with the following (as applicable):

BUSINESS RISK ASSESSMENT

FINAL QUESTIONS...