The Adviser Momentum Scorecard will score you in the following key areas:
A few quick questions will pinpoint where your strengths lie and where hidden blockers may be slowing you down.
Clarity and Consistency
It’s hard to build momentum when you’re unsure where to focus, what to prioritise or how to stay consistent week after week.
These questions reveal whether your current systems, habits and use of technology are supporting you… or quietly slowing you down.
Visibility and Marketing
Are you consistently seen by the people you want to reach, or has your visibility slipped as platforms and algorithms have shifted?
This section explores how well your marketing is working today and whether your website, content and use of simple tech tools are helping you attract the right clients.
Growth and Confidence
Many advisers tell me they want to grow but feel isolated, behind the curve or unsure how to evolve their proposition for the modern market.
This part looks at your confidence with change, new ideas and emerging tools such as AI, and whether you feel equipped to take the next step.