The Client Acquisition ScorecardFor financial advisors

The Client Acquisition Scorecard

Is your calendar filling by system, or by chance?

Find out how much of your client acquisition runs on a system and how much runs on chance. Ten one-tap questions, about two minutes.

What you get

  • A score out of 100, worked out from your answers and nothing else.
  • Five areas scored on their own: Calendar, Budget, Presence, Rooms, and System.
  • The one area to start with, and a first step you can take yourself.