Financial Advisers and Planners:

Discover Your Adviser Alignment Score - In 5 Minutes

Answer 30 questions and we’ll send you a personalised report

The Adviser Alignment Score helps you uncover blind spots, improve self-awareness, and refine your approach to client relationships. Designed specifically for financial planners, this tool provides actionable insights to enhance trust, communication, and long-term client satisfaction.

• Identify Your Traps: Uncover which of the 10 common traps may affect your client relationships and discover practical ways to overcome them.
• Personalised Feedback: Receive a detailed report highlighting your strengths and areas for improvement, with clear actions you can implement immediately.
• Action-Oriented Results: Get clear, actionable advice to help you progress quickly and effectively in your advisory practice.