Have you ever wondered how your advisory practice compares to other advisors?
How it stacks up compared to other financial advisors like you?
How your overhead compares to others?
How your “pay-out” compares to others?
Are you making what other financial advisors are making?
What’s your happiness level compared to others?
Well, wonder no longer! Learn all of this and more with our awesome self-assessment tool!
The self-assessment FAAST survey will give you a customized report of your business that you can benchmark to other financial advisors. See exactly how you stack up to others to determine how efficient, effective, and profitable your business is, or isn’t, while gaining insights into ways you can improve.
The more advisors that take this survey the better the outputs will be for everyone, so please share it with your advisor friends.