Complete this short 3-minute quiz to get your personalized guide!
Quick Instructions:Please fill out your contact information below, then click the “Next” button in the bottom right corner of the screen to begin your survey.
Step 1: Read each question carefully and rate your current firm from 1 to 5 stars for each statement.
Step 2: When finished, add up all your stars to get your total score.
Step 3: Use the Scoring Guide at the end of the assessment to interpret your results and see where you stand — from Thriving Alignment to Critical Misalignment.
Step 4: Reflect on what your results mean for your next chapter.
Are you thriving where you are, or is it time to explore new opportunities that better align with your goals?
Don't Forget to submit this survey to receive your personalized Self-Assessment Guideline, including your full scoring interpretation and next-step insights to help you plan your future with clarity and confidence.
Evaluate your financial rewards and long-term incentives.
Assess alignment with the firm’s values and internal culture.
Understand your future opportunities and business development potential.
Ensure your clients are getting the best from your platform.
Consider the level of control you have over your practice.
Think through the real-world impact of making a move.
Success!
Thank you for completing our Financial Advisor Decision Framework Survey!
Now is the time to define success on your own terms.
Whether you’re focused on growing your practice, mentoring the next generation, or breaking barriers in leadership — your voice matters.
Connect with our community, share your story, and take the next bold step in your journey.
👉 Don't forget to submit your completed questionnaire to receive your personalized Self-Rating Scoring Guide.
