How Do You Score on The Plan · Practice · Profit ™ Scorecard?
To clearly understand your current situation, complete The Plan · Practice · Profit Scorecard™. Rate your reactions to each pair of phrases. Decide where you score on the scale from 1 to 10, 10 being the highest score. Add up your total from each column.
| Financial Survivor | Financial Advisor | |||||||||||
| 1. |
I lack focus.
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1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
I follow a written 5-year vision, business plan and 90 day goals. |
| 2. |
I am not making as much money as I would like.
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1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
I have financial controls and am fully satisfied with the amount of money I am making. |
| 3. |
I have to get myself pumped when I am selling.
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1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
I feel naturally excited about my work and I enjoy the marketing and selling process. |
| 4. |
I feel I am not getting enough referrals.
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1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
I am getting many great, qualified referrals. |
| 5. |
I feel that I am working too hard, with too many unqualified or C and D clients.
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1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | I have a client engagement process and I segment my clients. |
| 6. |
I try to serve anyone and everyone.
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1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | I have branded my business and I am focused on a niche market. |
| 7. |
I do too many favors and I sell too many products.
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1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
I am focused on profitable products and services. |
| 8. |
I feel completely overwhelmed doing things I donÕt like to do.
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1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
I have a hiring system, I do what I love to do and delegate everything else. |
| 9. |
I have a lot of conflict in my business relationships.
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1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
I manage my business relationships extremely well. |
| 10. |
I beat myself up when things don’t go right and I have lost my enthusiasm for my business.
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1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
I always celebrate my successes and learn from my setbacks. I am achieving my true potential as an advisor. |
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ADD COLUMN TOTALS
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YOUR SCORE ________ |