Welcome FPA Members

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Why Assessments?

As a professional advisor, you know how important it is to conduct a thorough assessment of a client’s situation before making recommendations. You also know the benefits of asking the right questions, both for you and your clients. In many cases, the assessment itself can be “worth the price of admission” since it helps clients realize where the gaps are in their current financial plan. For this same reason, we utilize assessments when building and managing a business and a team. Our assessments will help you identify the gaps that are keeping you and your team from achieving your full potential.

People Insights

Applications and Sample Reports

The MapMyStrengths.com Assessments have many applications. Below are examples of how you may implement them in your business.

Team Development and Partnership Evaluation

Use the MapMyStrengths.com Assessments to:

  • Evaluate the strengths and motivators of current team members.
  • Learn how to improve communication among team members and effectively manage each person.
  • Determine each team member’s roles and responsibilities.
  • Identify any gaps of coverage.
  • Discover any areas of stress within the work environment and possible performance barriers for each team member.
  • Assess the viability of a potential team or partnership by objectively identifying its pros and cons.

Click here for our process and pricing.

The Performance Insights Process™

Are you wondering if you should partner up with one or more financial advisors? If you’re in a partnership now, do you ever feel like you are pulling most of the load? Are you tired of dealing with the “personal issues” that come with having a team? Do you wish you could just focus on what you do best and leave the rest to someone else? If you answered “YES” to any of these questions, our Performance Insights Process™ will ease your pain. More importantly, we will help you build and lead a team that is capable of propelling your business to a whole new level.

A powerful and unique suite of diagnostic tools, our Performance Insights Process™:

  • identifies the potential performance barriers that are hindering the ultimate success of an advisory team.
  • facilitates key decisions that need to be made for the future growth of the practice.
  • provides a road map for specific action.

The assessments utilized through our Performance Insights Process™ cover three critical elements:

Individuals: People are fundamental to maximizing overall performance. This area of the process utilizes the Strengths and Motivators Assessments to help ensure that the right people are engaged in the right roles and are highly effective in their interactions with one another and with clients.

Team Dynamics: In order to properly serve clients, teams are now essential. One key benefit of a team is to orchestrate everyone’s talents towards a common goal. The Team Performance Assessment allows each member to provide their perspective on how the team currently functions and areas where they can improve.

Business Model: You must KNOW your business intimately if you want to GROW your business. Analyzing all aspects of a practice leads to optimizing its performance and increases long-term viability. Our final diagnostic, the Business Performance Assessment, solicits each team member’s perception of both the efficiency and effectiveness of all core functions of the business.

All of the assessments utilized in the Performance Insights Process™ are administered online and have a foundation of proven practice management expertise for the financial services industry.

Click here for our process and pricing.

Know Service…5 Steps to 5-Star Service for Financial Professionals

This 195 page “how-to” book reviews an easy-to-follow 5-step process and includes dozens of sample letters, scripts, checklists, and tools to help financial professionals attract and retain ideal clients and take their businesses to new heights.

This action-based resource is a unique solution to changing your practice and will lead to dramatic results including:

  • An increase in both assets managed and revenues generated
  • An increase in client retention and loyalty
  • An increase in referrals by building client advocacy
  • A more efficient practice and team
  • Personal satisfaction in doing right by the client

FPA Rate is only $35 + $7.50 shipping (save $20)

Order online and enter the promotional code FPA.

Please contact us at (770) 319-0310 to receive your special FPA pricing.