Financial Advisor Readiness to Exit Score™ Quiz

IGNITE YOUR RETIREMENT DREAMS TODAY! Measure, evaluate and improve your READINESS TO EXIT.

Your Readiness Score is a measure of the extent to which you and your practice are prepared for your eventual, but inevitable, succession, transition, retirement, exit — whatever you choose to call it — from the business you have a spent so much of your life building.

The Financial Advisor Readiness to Exit Score™ has TWO essential capabilities:

• It measures the extent to which advisors are prepared to transition from their business;
• It illuminates the key factors our decades of experience have indicated can predict the potential for a successful succession.

Those factors can be measured, and a “score” calculated through an analysis of advisor responses to survey questions, which are then compared to advisors who have successfully exited their businesses. The personalized report produced as a result of analyzing those responses highlights the areas where advisors need to focus in order to take control of their succession specifically.

We invite you to take the Financial Advisor Readiness to Exit Score™ survey. It should take you less than 10 minutes.

You will receive your personalized report instantaneously after completion of the survey.