The Gap Quiz

If you are a Financial Advisor interested in narrowing the Gap between where your business is now and where you would like it to be, and you resonate with the following statements, you are in the right place.

  • I recognize that I need to embrace new strategies to get new results but am not sure where to turn.
  • I'm willing to invest emotionally and financially to create the shifts I am looking for in my business.
  • I'm looking for a coach and mentor or cutting edge technology that will help bring about the change I am seeking.

If this sounds like you, please continue by taking The Gap Quiz below. It’s designed to help you see where you are “spot on” in your life and business and where you need to make some adjustments to experience improved results.

Once you take the assessment, check your inbox for your resulting score and some important “next steps” based on where you are today. My promise is that you will come away from this experience feeling clear, inspired and ready to take powerful action to grow your business.

0 = I've not addressed this at all. 4 = I've given this some attention.
7 = I'm doing really well here.10 = I've totally nailed this.

I. Vision/Mission/Purpose
1. I have a clear, compelling, written vision/mission/purpose statement for both my life and my career.
2. I know exactly how to overcome the Gap between where I am now and the next level of success in my business.
3. I have set clear financial and production goals for the next year and know how I will use the additional income.
4. I am 100% committed to taking the necessary actions to fulfill my goals and grow my business.
5. I review my goals and vision daily to keep me focused, motivated and inspired.
II. Mind Set
1. I have identified and dealt with the parts of me that prevent me from reaching my next level of success.
2. I have eliminated the limiting beliefs that keep me from achieving my goals and vision.
3. I always keep my agreements with myself and others.
4. I am clear and focused on the task at hand most of the time, and live in the Now.
5. I am aware of my negative thoughts and emotions and know how to shift them when I feel stuck.
III. Connection to Source/Higher Power
1. 1. I believe in a Source/Greater Power which supports me to live my purpose and achieve my goals.
2. I have the skill to make quick and effective decisions that are guided by my Intuition and my connection to Source.
3. I know how to tap into my Source/Higher Self to create or change my Beliefs in a way that empowers me.
4. I know how to connect to my Source/Greater Power to take a quantum leap in my business.
5. I rely on my Higher Self to implement my goals.
IV. Strategies
1. I have an action plan that commits me to working effectively toward my goals, vision, mission, and purpose.
2. I have transformational strategies that move me beyond my fear, disappointment, and negativity.
3. I understand the relationship between thoughts, emotions and actions, and their ability to give me the clarity I need to succeed.
4. I have the skills needed to create a clear vision, mission, and purpose, and keep me in alignment with each.
5. I know what prevents me from improving my personal and professional relationships with others.
V. Action
1. I begin each day with a clear intention that sets the tone for my action list, and is in alignment with my vision, mission, and purpose.
2. I set daily goals that keep me focused on the steps to achieve success in my life and career.
3. I have a clear income goal for the next year and I'm committed to reaching it.
4. I highly value the offer of a private strategy session and would like to schedule one soon.
5. I know the importance of investing in my business and myself to experience greater results.
VI. Your Commitment Level (0= not very committed, 10= I am very committed!)
1. I will check my inbox and review my assessment results right away.
2. I am ready and willing to discover exactly what's been holding me back in business.
3. I have a clear income goal for the next year and I’m committed to reaching it.
4. I highly value the offer of a private strategy session and would like to schedule one soon.
5. I know the importance of investing in my business and myself to experience greater results.

Please select the option that best describes you.