Are you curious about your potential to thrive as a Holistic Financial Planner? Whether you’re just starting out or already on the journey, our innovative success scorecard is designed to help you assess your readiness, uncover your strengths, and identify areas for growth.
Take the Test Today
Start your journey with our complimentary 4-minute questionnaire. This isn’t just another quiz – it’s a gateway to understanding your unique capabilities and charting your path to success. Simply answer 36 quick-fire questions, and you’ll receive a personalised report delivered directly to your inbox.
Could you make it as a Financial Planner without being a Financial Adviser? Discover your innate skills and how they align with the world of holistic financial planning.
Ready to find out? Take the test now and see if you have what it takes!
How It Works
- Quick and Easy: In under 4 minutes, answer a series of yes/no questions designed to sense-check your suitability for this exciting career path.
- Instant Results: Get a tailored report featuring your success score and actionable insights sent straight to your email.
- Try, Learn, Grow: Take the test, watch our Masterclass sessions available free on demand for members, and revisit the test in 12 weeks to measure your progress.
What You’ll Learn
This scorecard evaluates your potential across eight key areas critical to thriving as a Holistic Financial Planner:
- Purpose: Is your business purpose-driven? Organisations with a clear mission are not only more efficient but also more profitable and valued by clients.
- Providence: Discover your core strengths and areas for improvement, opening the door to fresh ideas and new perspectives.
- People: Learn how effectively you manage relationships with key stakeholders for long-term success.
- Practicalities: Evaluate how well you understand the operational aspects of your chosen industry.
- Planet: Explore how eco-friendly your approach is and the impact it has on your community and beyond.
- Process: Gain insights into your ability to view your business externally, identifying influences and implications.
- Profit: Assess your capacity to generate revenue, create value, and fuel future growth.
- Promotion: Discover how effectively you engage with customers and differentiate your offerings.
Real Success Stories
Don’t just take our word for it – here’s what others have to say:
“The focus is on life beyond just the numbers, and I found this insight and approach very useful in planning a more holistic approach to building wealth.”
– George Agan, Chartered Financial Planner
“This helps Advisers show their Clients how they can plan to achieve their desired lifestyle, taking into account their available resources – not just their money.”
– Gary Arthurs, Founder, Life Well Planned
Why Take the Test?
- It’s free, quick, and insightful.
- Understand your strengths and weaknesses to take control of your journey.
- Receive actionable tips to boost your chances of success.
What’s Next?
- Start the Quiz: Take the first step by answering 36 simple questions about you and your business plan.
- Master the Skills: Watch our Masterclass sessions to deepen your understanding and build on your score.
- Transform Your Future: Revisit the test after 12 weeks and see how far you’ve come.
Don’t let uncertainty hold you back. Discover your potential, take control of your journey, and unleash your inner adventurer today.
Ready to start? Click below to take the test and uncover your limitless potential.
For further information why not visit the Academy of Life Planning website, today!
Academy of Life Planning 