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 business.
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, vision, and mission and purpose to 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 negative 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 never take it personally when I hear a no or an objection.
5 I am aware of my negative thoughts and emotions and know how to shift them when they prevent me from moving forward.
III. Connection to Source/Higher Power
1 I believe in a Source/Greater Power which supports me to live my purpose, achieve my goals and access my Higher Truth.
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 create my own Belief System in a way that empowers me and enables me to tap into my Higher Self.
4 I know how to connect to my Source/Greater Power to take a quantum leap in my business.
5 I have the focus and reliance on my Higher Self to implement my goals and vision/mission/purpose.
IV. Strategies
1 I have an action plan which commits me to working toward and fulfilling my goals and vision/mission/purpose.
2 I have breakthrough transformational strategies for moving me beyond my fear, disappointment and negativity.
3 I know the relationship between thoughts, emotions and actions that bring me the clarity I need to succeed.
4 I have the skills needed to create and keep me in alignment with my goals and vision/mission/purpose.
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/purpose.
2 I set daily goals that keep me focused on the steps to achieve success in my life and business.
3 I have a system to manage my action list and it suits my personal style.
4 I have someone that holds me accountable to my goals and commitments.
5 I frequently assess what's working in my business and make adjustments accordingly.
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.
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Please select the option that best describes you.

I want to solidify and better communicate my approach to Wealth Management and Investing.
I have a successful Wealth Management business but I need a boost.
I want to establish a more consistent flow of new high net worth clients and prospects.