You’ll be scored based on the following key areas:
Data Entry & Fact Finding
Research, Strategy & Production
Document Creation & Formatting
Presentation & Experience
Compliance & Record Keeping
Collaboration & Workflow
How it works
This Health Check was designed to be easy, yet effective in identifying areas of improvement within your advice delivery process.
Answer 24 questions
These questions help us to identify your key strengths and weaknesses for more accurate results.
Receive your results
Once you have finished, your answers are then pumped through an algorithm to produce your final score.
Action steps
Based on your score we will provide practical next steps for you to take to improve.