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Are You SuccessionFit™?

Your Information

When completing the scorecard, all fields must be filled in correctly. Once you've completed the scorecard, an email with your completed scorecard will be sent to you.

In order to begin, the following issues need to be addressed:

Mindset 1: Relationship Focused

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have mostly transactional accounts, you rarely meet with clients and conduct your business over the phone.
1
2
3
4
5
6
You talk to your clients but are not proactive. Most meetings - out of the office. Decent relationships with clients and they like approach.
4
5
6
7
8
9
Your practice is client focused. More than half the meetings are in your office. You like your clients/make effort to get to know them.
7
8
9
10
11
12
Your clients are family. You strive to get to know them and their families’ needs/concerns. You engage in multi-generational planning.
10
11
12
 

Mindset 2: Retirement Ready

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
Right now you are NOT ready to retire. You are not even thinking about it. You plan on 10 more years or more of a productive career.
1
2
3
4
5
6
You are starting to think about a 3-5 year window, have thought of working on a basic succession/continuity plan. You are not sur
4
5
6
7
8
9
You are prepared for your own retirement/succession plan. It is in writing or at least formalized. You are likely to retire in 18-36 mo
7
8
9
10
11
12
You could retire today without hesitation. Written plan with a continuity partner is done. You and your team have taken good care of the
10
11
12
 

Mindset 3: Adaptable

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
At this point in your career you like the status go-no major changes ahead.
1
2
3
4
5
6
You wish you had adapted more ideas along the way to grow your business but you feel that it is too late now.
4
5
6
7
8
9
You have made some changes over the years but they are mostly reactionary.
7
8
9
10
11
12
You and your team recognize need for continual improvement. You understand Kaizen concept or "sharpening the saw."
10
11
12
 

Mindset 4: Team Player

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You are a solo act and you live it that way. No hassles, no bureaucracy.
1
2
3
4
5
6
You are mainly a solo act, but acknowledge the benefit of a team approach.
4
5
6
7
8
9
You have a team right now, enjoy some of the benefits but there is no cohesive approach.
7
8
9
10
11
12
You and your team have a shared vision, you execute on that shared vision and continue to grow.
10
11
12
 

Mindset 5: Growth/ Future Thinking

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You stopped marketing years ago for new clients. Growth has been flat to negative.
1
2
3
4
5
6
You have brought on some clients in a haphazard manner, but growth is very modest.
4
5
6
7
8
9
You have continued to bring in new clients and gained more than attrition has taken away. Growth is less than 10% a year.
7
8
9
10
11
12
Organic growth is more than 10% per year. You continue to bring in new clients and come up with creative strategies to market.
10
11
12
 

Mindset 6: Goal Oriented

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You don't really care to set up goals or milestones. They don't interest you.
1
2
3
4
5
6
You have some informal goals every year, but you don't keep trade if you meet them or not.
4
5
6
7
8
9
You are goal oriented and you set realistic goals in writing every year, you just don't follow through.
7
8
9
10
11
12
You are focused on growth, milestones and/or ? goals. They are an integrated part of your practice.
10
11
12
 

Mindset 7: Confident

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You are not confident that a majority of clients would follow you to a new future, a new firm.
1
2
3
4
5
6
You are mildly confident that many clients would follow you to a better future.
4
5
6
7
8
9
The vast majority of clients would make the change but you know you would have work to do to sell them on the idea.
7
8
9
10
11
12
Follow through is important. Your clients are raving fans, they send you referrals and they would gladly follow you to a better future.
10
11
12
 

Mindset 8: Wealth Management Oriented

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You are primarily transaction oriented and not too involved in you client lives.
1
2
3
4
5
6
You are moderately involved with your clients and their families through transactions.
4
5
6
7
8
9
You have a financial planning focus and know the benefit of such a concept, but lack follow through.
7
8
9
10
11
12
You have a well oiled machine that continually focuses on new wealth management concepts while fine tuning the old ones.
10
11
12