Why Do the Business Pulse Check?
Because you can't fix what you can't see. Most advice practices have blind spots that are quietly costing them tens of thousands in profit every year.
Our Business Pulse Check pinpoints where those gaps are across key areas of your business:
PLAN
Strategic clarity and goals create the focused direction that separates profitable business owners from burnt out advisers.
PROCESS
Streamlined systems and processes create consistent results without you, and new team members hit the ground running.
PEOPLE
Clear roles, and accountability measures transform good people into high performers who drive the results and growth.
PROFIT
Real profitability comes from understanding your true costs, pricing appropriately, and designing services that deliver value and profit.
It’s free, and only takes 5 minutes
20 questions that reveal exactly where you stand
- 20 direct questions designed specifically for financial advisers.
- Quick assessment of your current performance across all four areas (Plan, Process, People, Profit).
- Receive personalised feedback to fix the leaks.
