Rate Your Practice's Growth Engine
84% of financial advisors can't identify their biggest growth blocker. Can you?
Welcome back! You have an assessment in progress.
Where does your practice find most of its new clients?
Select and rank your top 3 sources
Which growth tools do you currently use?
Select all that apply
Which CRM do you use?
How many new client relationships did your practice start in the past 12 months?
Save your results
We'll email your full assessment results plus our exclusive Growth Strategy Playbook
How consistently do you perform these marketing activities?
Send client communications
Post on social media
Create educational content
Network with centers of influence
Request client referrals
Analyze marketing metrics
Update website content
What's your biggest growth challenge right now?
How do you track growth success?
Select all that apply
What makes your practice different from others in your market?
In 1-2 sentences, what's your distinctive approach?
What's your growth target for the next 12 months?
Analyzing your growth strategy...
Just a moment while we calculate your Growth Score.
Just updated for 2025: Our Growth Assessment now includes benchmark data from over 250 successful advisory practices.
This assessment is designed for independent financial advisors, RIAs, and advisory firms looking to accelerate practice growth. Your responses and results are confidential and will help customize your growth strategy recommendations.
How the Assessment Works
- Answer 8 strategic questions about your current growth approach
- Get your Growth Score benchmarked against practices like yours
- Receive targeted recommendations focusing on your specific blockers
- Walk away with clarity on where to focus your efforts
Unlike typical "assessments" that deliver generic advice, our Growth Audit uses a sophisticated scoring algorithm developed through analyzing hundreds of advisor growth strategies. We will update the assessment again in 2026.
Why AdvisorFinder Created This Assessment
As the leading platform connecting clients with financial advisors, we've seen what separates rapidly growing practices from those that struggle. This assessment distills insights from thousands of successful advisor-client connections into actionable recommendations for your practice.
Our Team's Expertise
10+ Years
Financial advisor marketing expertise
Hundreds
Advisory practices analyzed
$2+ Trillion
In advisor AUM across our platform
Frequently Asked Questions
How long does the assessment actually take?
Most advisors complete it in 4-6 minutes. We've designed it to respect your time while still gathering meaningful insights.
Is this just a sales pitch disguised as an assessment?
No. You'll receive your complete results and action plan regardless of whether you speak with our team. The assessment provides genuine value on its own.
How is my information protected?
Your responses are confidential and used solely to generate your personalized recommendations. We never share individual assessment data.
What makes this different from other business assessments?
This assessment is built specifically for financial advisors, with scoring based on data from successful advisory practices rather than generic business metrics.
Do I need to buy anything to get my results?
No. Your Growth Score and initial action plan are completely free. We may offer additional resources or consultations, but there's no obligation.
Related Resources for Financial Advisors
Take your growth assessment results to the next level with these curated resources. From comprehensive marketing guides to practical calculators, these tools are designed to help you implement your personalized growth strategy immediately.
📚 Growth and Marketing Guide for 2025
Our comprehensive 40-page guide reveals the exact strategies top-performing advisors use to attract high-quality clients. Includes proven prospecting techniques, digital marketing templates, and benchmark data from successful practices.
Read the Free Guide🎯 Marketing Calculator
Estimate your client acquisition costs and ROI across different marketing channels. Input your practice metrics to get personalized projections.
Use Calculator📖 Advisor Resources and Growth Guides
Explore our complete library of advisor-focused content, including industry insights, best practices, and actionable growth strategies.
Browse All Resources🗓️ Book a Demo with the AdvisorFinder Team
Get personalized guidance on maximizing your practice growth. Our team will review your assessment results and create a custom action plan.
Schedule Your DemoNeed help implementing your growth strategy? Our team of advisor marketing experts is here to help.