The 5-Minute Advisor Transition Readiness Assessment explores key reflection areas:
Your Current Position
Practice type, experience level, and production context
Client Foundation
Relationship depth and household count that can influence retention considerations
Financial Profile
A look at revenue structure to help you reflect on economic factors that may affect independence
Operational Capability
Highlights the types of support and infrastructure commonly considered when going independent
Timeline Alignment
Encourages reflection on where you are in your decision process
Key Concerns
Surfaces common focus areas like client retention, compliance, capital, and operations so you can consider which matter most to you
Gain Clarity on Your Transition Readiness
This assessment evaluates where you actually stand across 10 critical factors—from client retention risk to operational readiness—so you can make informed decisions about independence with confidence, not guesswork.
It’s free • Only takes 5 minutes • Private & secure • Insights tailored to your responses