After you complete this quiz, you will receive an email with your results and some actionable items to accelerate your progress.

The Jumpstart Team

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Question 1: Where are you currently in your financial advisory career?* *

Just getting started, coming from a different industry

Building my book of clients and considering branching out on my own

In my second to fifth year, seeking guidance on best practices

Running my own firm for over a decade, looking to optimize and expand

Question 2: What Is Your Biggest Challenge Right Now?* *

a) Figuring out how to break into the financial services industry

b) Dealing with constraints and quotas from my current firm that limit my growth

c) Finding the right mentorship and support for the growth of my business

d) Streamlining operations and increasing AUM with ideal clients

Question 3: What kind of support are you looking for?* *

a) Finding opportunities for a stable, steady career path

b) Motivation and a clear roadmap to start my own RIA

c) Mentorship and peer support for navigating the next few years

d) Review of systems and processes to increase efficiency and ROI

Question 4: What is your primary goal for the next 12 months?* *

a) Learning the basics and deciding if financial services are the right fit for me

b) Gaining the freedom to serve my ideal clients without constraints

c) Establishing a strong personal brand that resonates with my ideal client profile

d) Increasing the enterprise value of my firm through adding key personnel and/or new processes that help me attract new clients

Question 5: What best describes your ideal work environment?* *

a) An independent RIA that has a clear and distinct career path for career changers or aspiring financial professionals

b) A place (even if I have to launch) where I can leverage my strengths to pursue my ideal clients

c) A community of like-minded individuals that offers access to best practices and mentorship to excel in my role

d) An efficient, streamlined operation with high-value clients

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