STRESS TEST

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* 1. Do you find yourself working more "in your business" versus "on your business?"

Yes

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* 2. My personal goals are well articulated

Yes

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* 3. The firm has a well thought out Strategic Plan

Yes

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* 4. The firm has a plan in place for implementing our Strategic Plan and we revisit it regularly

Yes

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* 5. The firm is made up of all "A" Team Membes

Yes

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* 6. The firm has a compensation/incentive plan in place for the A Players

Yes

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* 7. The firm has a process in place for hiring when needed

Yes

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* 8. Our "franchise" is well documented with processes/workflows

Yes

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* 9. Communication is strong in the firm

Yes

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* 10. As a firm, we hold weekly staff meetings

Yes

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* 11. The firm and individual business development employees have a well-documented business development strategy

Yes

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* 12. The firm has & uses a system for tracking and following up with prospects

Yes

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* 13. Firm compliance is all buttoned up

Yes

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* 14. We are happy with our technology and it integrates the best it can

Yes

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* 15. I and/or the firm has a written Succession Plan

Yes

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STRESS TEST

Question Title

* 1. Do you find yourself working more "in your business" versus "on your business?"

Question Title

* 2. My personal goals are well articulated

Question Title

* 3. The firm has a well thought out Strategic Plan

Question Title

* 4. The firm has a plan in place for implementing our Strategic Plan and we revisit it regularly

Question Title

* 5. The firm is made up of all "A" Team Membes

Question Title

* 6. The firm has a compensation/incentive plan in place for the A Players

Question Title

* 7. The firm has a process in place for hiring when needed

Question Title

* 8. Our "franchise" is well documented with processes/workflows

Question Title

* 9. Communication is strong in the firm

Question Title

* 10. As a firm, we hold weekly staff meetings

Question Title

* 11. The firm and individual business development employees have a well-documented business development strategy

Question Title

* 12. The firm has & uses a system for tracking and following up with prospects

Question Title

* 13. Firm compliance is all buttoned up

Question Title

* 14. We are happy with our technology and it integrates the best it can

Question Title

* 15. I and/or the firm has a written Succession Plan

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* 16. Name

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* 17. Email address