The purpose of the Pre-Assessment is to capture your thoughts and ideas about the current state of your Client services and deliverables to your Clients as well as to assess your current support team.

Please answer each question thoughtfully, as you will revisit this Pre-Assessment later. Reflect upon your vision of your ideal business and then benchmark your current reality as you implement a fully functioning VBFP Office (VBFPO).  Make a copy of this Pre-Assessment and compare your progress on a month-to-month basis.

(This blog post covers just 5 of the 19 important questions to ask when implementing your VBFP Office.  These 5 questions are a good starting point, and will get you thinking about the direction you, as the Trusted Advisor, and your Deliverables Team should head in order to fulfill your role as an authentic, highly-skilled VBFP Office.  To view the complete pre-assessment in Module 8, Log-in at TrustedAdvisorToolkit.com.)


1. Would you describe your practice as offering fully comprehensive financial services to all of your Ideal Clients?

_____Yes    _____No



2. Make a list of all the promises you make to Potential Ideal Clients at the inception of the relationship.  (NOTE: your promises could be more or less than 5.)

            1.      _______________________

            2.      _______________________

            3.      _______________________

            4.      _______________________

            5.      _______________________

 

3. On a scale from -10 to +10, with “0” being neutral, with what level of quality and consistency do you currently fulfill on these promises?



4. What is your systematic process to ensure that no planning issues fall through the cracks for any of your Ideal Clients?



5. Do you believe you have helped all of your Ideal Clients to create the greatest probability they will accomplish all the financial goals they have shared with you?

_____Yes    _____No

Access the full VBFP Pre-Assessment - Log-In to Module 8