Knowing When to Leap Survey

My firm prioritizes their best interests over mine.

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1 is Disagree, 5 is Agree
Driving shareholder value instead of driving advisor value is the top priority of my firm.

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1 is Disagree, 5 is Agree
I am constantly bombarded with firm-related tasks and cannot focus on the things that matter most to me: growing my business, providing service to my clients, and driving revenue.

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1 is Disagree, 5 is Agree
I believe my current firm could be an acquisition target which would cause major disruption for me, my team, and my clients.

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1 is Disagree, 5 is Agree
My firm believes or acts like my clients belong to them.

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1 is Disagree, 5 is Agree
My firm does not treat me like a business owner. They strive to manage me like an employee.

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1 is Disagree, 5 is Agree
My firm’s compliance department takes an adversarial approach to working with advisors instead of a partnering approach.

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1 is Disagree, 5 is Agree
The culture has diminished over the years and keeps getting worse.

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1 is Disagree, 5 is Agree
I stay with my current firm because I feel stuck.

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1 is Disagree, 5 is Agree
I am concerned that my firm caters to an ever-decreasing “lowest common denominator.”

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1 is Disagree, 5 is Agree
I do not have open access to my firm’s corporate leadership. I don’t feel like they value my feedback and do not want to hear what I have to say.

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1 is Disagree, 5 is Agree
The fees and expenses to affiliate with my firm are excessively high and aren’t commensurate with the value I’m provided.

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1 is Disagree, 5 is Agree
My firm doesn’t provide me with the resources that allow me to accelerate growth in my practice.

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1 is Disagree, 5 is Agree
My firm has limited affiliation options.

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1 is Disagree, 5 is Agree
Access to the best investment options for my clients is limited or restricted.

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1 is Disagree, 5 is Agree
My compensation is impacted by failure to “sell” products and services prioritized by the firm.

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1 is Disagree, 5 is Agree
My firm prioritizes their own proprietary products over products that would be better suited for my clients.

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1 is Disagree, 5 is Agree
The succession pool at my firm is very shallow. In my current environment, finding a worthy successor to transition my practice to will be difficult.

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1 is Disagree, 5 is Agree
I am limited in how I can market my services and feel my ability to grow is restricted.

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1 is Disagree, 5 is Agree
I am appropriately compensated for the work I do and value I bring to my firm.

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1 is Disagree, 5 is Agree
I don’t believe I could sell my practice for the maximum value in my current environment.

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1 is Disagree, 5 is Agree
I don’t have the freedom to grow and market my own brand.

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1 is Disagree, 5 is Agree
My firm does not provide an easy path to continuity planning and succession planning.

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1 is Disagree, 5 is Agree
My firm owns or controls my client’s information in the CRM.

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1 is Disagree, 5 is Agree
My firm’s technology is lacking and does not enhance my ability to get business done.

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1 is Disagree, 5 is Agree
The firm provided technology experience for my clients is lacking and provides little value to them.

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1 is Disagree, 5 is Agree
I am not surrounded by advisors and leaders that inspire me to grow and do my best work.

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1 is Disagree, 5 is Agree
My firm is reluctant or unwilling to invest in resources and technology that would allow me to grow faster and build better business efficiencies.

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1 is Disagree, 5 is Agree
My firm spends more time and resources bringing new advisors into the business rather than focusing on the advisors doing most of the business.

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1 is Disagree, 5 is Agree
I have limited or no access to investment solutions that would greatly benefit my clients.

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1 is Disagree, 5 is Agree
I am not free to run my practice like a business owner and make critical decisions that would have a positive impact on my success.

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1 is Disagree, 5 is Agree
As my practice has evolved, my firm’s support systems, technology, and resources have not kept pace.

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1 is Disagree, 5 is Agree
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Total Result
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