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How focused are you on building a better future?
  • You don’t understand how other estate planning firms that aren’t as smart as you are jumping ahead in their business results.
  • You have big goals, but there’s something you feel you’re missing that keeps you from making the necessary breakthroughs.
  • You’ve become as successful as you are because you’ve mastered how to run an estate planning practice.
  • You understand that the key to progress in every situation entails making a commitment to do so and having the courage to create new capabilities.
Question 1 of 8

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Are you adverse to risk?
  • Your biggest concern in both your practice and your personal life is not to lose the few areas of security you’ve managed to create.
  • You’re always trying new things but you have problems following through before you’re on to the next big thing.
  • You feel increasingly careful and cautious regarding anything new because failure now can undermine your reputation and status.
  • You’re always more excited to commit to new breakthroughs than to hold on to what you already know how to do.
Question 2 of 8

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Describe your level of ambition...
  • You don’t have any further improvement goals and don’t think you’ve achieved anything extraordinary in the past.
  • You’re always dreaming big things for yourself but can’t seem to focus your mind and activities to achieve them.
  • You’ve achieved every big ambition you had at the beginning of your career and now you are satisfied just riding your momentum.
  • You see that everything you’ve done in the past is just preparation for much greater growth, progress, and achievement.
Question 3 of 8

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How do you view your team members?
  • You view your employees as costs, and try to get the most out of each employee that you can.
  • You treat your employees well, but increasingly feel the pressure of higher salaries and benefits but can’t raise your fees accordingly.
  • You are set with a good team who you pay well, but are unwilling to “rock the boat” to expand to provide better service and capabilities since profits are solid.
  • You realize that hiring the most capable team members will result in everyone working within their unique ability, resulting in profit multipliers.
Question 4 of 8

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Are you willing to learn from your mistakes?
  • Mistakes should never happen. You consider them to usually be the result of gross negligence or at the very least, inattention.
  • While you realize that mistakes can happen, they frustrate you, slowing down or even reversing the progress you’ve made.
  • You consider it best to own mistakes, fess up to them, mitigate the damage, and implement policies to thwart future repeats of the same mistake.
  • While you never welcome mistakes, you treat them as learning opportunities, resulting in improved processes to provide even greater client satisfaction.
Question 5 of 8

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Describe your use of technology & media...
  • You’re increasingly frustrated that other practices are achieving big technological breakthroughs that you don’t understand.
  • You keep hearing that the future of business is a “digital revolution” but you don’t know where to begin incorporating it into your practice.
  • You feel that you have gotten along just fine without technology and media and don’t see how it will produce dramatically bigger results for you.
  • You’re excited to team with those who can help you use technology and create media platforms, boosting productivity and build a unique community.
Question 6 of 8

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Do you work with only the best clients?
  • You increasingly resent having to work with clients you don’t really like because you need their money to pay your bills.
  • You study other firms who seem to have everything working for them but aren’t sure how to copy their success.
  • You’re willing to take on some C+ clients to pay the bills, but hope that enough A+ clients walk in your door to balance things out.
  • You’re always accelerating the process of filtering out those who are not optimum clients and attracting those who are.
Question 7 of 8

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How do you feel about collaborating & coaching?
  • You consider most collaboration and mastermind groups to be a colossal waste of time and expense.
  • Joining collaboration and mastermind groups frustrates you, in that you see how everyone else is making progress and you seem to be stuck in a rut.
  • You see the value of collaboration and mastermind groups, but your practice demands so much of you that you can’t find the time to attend.
  • You envision how taking time away to work on your practice, implementing ideas from mastermind groups, can lead to transformative breakthroughs in your practice.
Question 7 of 8

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