The Velocity Indicator

Do you know where your focus is now?

The Velocity Indicator™ is our unique self-evaluation tool that will help you find out if you and your team are working at peak performance and identify areas for improvement.

When we study successful Advisors, we see a common pattern with respect to the specific areas that they both focus on and execute – driving their business forward. Each category in The Velocity Indicator™ has been designed to give you the opportunity to see how your business measures against the role model. The results are prioritized and from there we will be able to build individual and team plans to close the most critical gaps in your practice, enhancing the strength of your firm.

To begin the process, proceed below and rate your firm on a scale of 0-5 in terms of how well your practice handles the item and how important this area is to your firm in the short term.