Dec '25 (edited) • Development 🎓
Can I try something out on you please?
I just created a scorecard for advisers partly as a vehicle to attract people to this group. The theme of the scorecard is "What's holding you back as an adviser?"
23 quick questions looking at visibility and marketing, clarity and consistency, growth and confidence and operations & business model blockers. Takes two and a quarter mins to complete.
I have tested it myself but just need a few advisers to go through it so that I can check it is working as it should.
Thanks in advance.
Phil
1
5 comments
Can I try something out on you please?
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business
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