The Advice Delivery Health Check

Benchmark your advice process. Uncover hidden inefficiencies. Discover where your practice can scale.

Created for Advisers, Paraplanners, and AFSLs, this quick diagnostic tool helps you assess how efficient, consistent, and client-ready your advice delivery process really is.

Simply answer 24 questions across key advice delivery areas – from data entry and strategy modelling to document formatting and compliance.

Get a tailored report based on your answers
Complete the health check in under 3 minutes
It’s completely free and instantly actionable

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.

It only takes 3 minutes

Take the Advice Delivery Health Check and discover how How streamlined is your advice production process?