Get a clear
overview
Know the smart
next steps
Drive your business forward
Not sure why your business isn’t firing on all cylinders?
Most of us are happy to see our doctors for our annual “Wellness Check”. It’s necessary to maintain our physical and personal wellbeing of ourselves and our loved ones. After all, these checks are the only way to see what’s happening under the surface, right? But when did you last check on the health and wellness of your Advisory firm? Looking “under the hood” of your day-to-day business operations will ensure the growth of your company long-term, but without that insight, you risk walking blindfolded into a crisis. For financial advisors not yet ready for a full consulting engagement, this service is a great first step to give you the insight you need to move forward.
The 8 Key Markers of Your Business Wellness Check

What does a business Wellness Check look like?
Your business Wellness Check is not unlike gathering and collecting data before you compile a financial plan for one of your own clients. First, we look at the big picture before diving into the detail, in order to make solid, actionable suggestions on how to improve your firm’s wellbeing. This isn’t a light-touch generic checklist. This is a comprehensive audit, geared toward your firm’s challenges, that focuses on the nooks and crannies and unearths the snags you’ll wish you’d picked up on years ago.
Your Wellness Check results –
empowering you with insight
After collecting, benchmarking and reviewing your data, you’ll receive recommendations based on our analysis and professional expertise in the financial services industry. Your report will include “Challenges and Recommendations” for each of the eight key areas. Recommendations may include additional team members required to building out a new compensation plan or even shedding the clients who no longer fit into your service model. The Strategic Implementer will then provide you with the resources, tools, and plan you need to bring up the lagging areas.
Ready to start loving work, and life, again?
Call
First schedule a free, no-hassle call with us and tell us what is keeping you up at night.
Plan
If we’re a good fit to work together, we’ll identify your challenges and develop a plan of action to overcome them.
Do
Then, as an adjunct team member, we’ll come alongside you and your team to help you implement your plan.
Your business health needs a regular check-up
Performing a wellness check of your financial advisory firm provides you with invaluable insights you can use to build the firm you envision. Compare data from regular wellness checks to identify progress or spot the obstacles stifling your growth. Don’t risk looking back in years to come and wonder, ‘what if?’. Schedule a call and get your Wellness Check today, knowing you’re doing everything possible to protect the health of your firm.