Quarterback Self- Assessment

As a professional advisor, your role as a "Quarterback" in the realm of transition planning and value acceleration is pivotal. This scorecard is designed to help you gauge your proficiency in ten key areas critical to driving success in your client engagements.

You'll have a clearer picture of where your strengths lie and where there may be room for growth. Are you ready to dive into this self-assessment journey and elevate your Quarterbacking skills to new heights?

Let's get started!

• Get your score in under 5 minutes
• Get a free report
• Each question will prompt you to rate yourself from 1 to 5, reflecting your level of expertise and confidence in various aspects of Quarterbacking.