Start Up

Personal Success

  • Core Values, Vision & Goals
  • Personal Information Filter
  • Family Time Management
  • Personal Health & Stress Management

Financial Success

  • Personal Cash Flow
  • Personal Debt Management
  • Advisor Evaluation Standards

Ownership Success

  • Leadership Skills & Training
  • Advisor Evaluation Standards

Next Step: Assess Your Success

Survival

Personal Success

  • Core Values, Vision & Goals
    • Refine & Clarify
    • Reinforce Commitment
    • Communicate to Others
  • Lifestyle Improvements

Financial Success

  • Personal Income Allocation
    • Savings Plan
    • Retirement & Benefit Planning
    • Family/Liability Protection
  • Advisor Performance Evaluation

Ownership Success

  • Strategic Leadership
    • Employee Retention
    • Systems Development & Refinement
  • Advisor Performance Evaluation

Next Step: Assess Your Success

Success

Personal Success

  • Vision & Goals Update
  • Lifestyle Improvements
    • Time Management
    • Commitment Management
    • Community
    • Professional (networking)
    • Personal

Financial Success

  • Personal Wealth Management
  • Advisor Performance Evaluation

Ownership Success

  • Talent Development
    • Personal
    • Managers
    • Employees
  • Advisor Performance Evaluation

Next Step: Assess Your Success

Mastery

Personal Success

  • Lifestyle Improvements
    • Travel
    • Friends
    • Hobbies

Financial Success

  • Focused Diversification
  • Managing Wealth
  • Advanced Tax Planning
  • Advisor Sophistication

Ownership Success

  • Exit Goals Development
  • Advisor Sophistication

Next Step: Assess Your Success

Reward

Personal Success

  • Inspired Independence
  • Peer & Community Recognition
  • Focus on Personal Health & Happiness
  • Family Mentorship

Financial Success

  • Family Wealth Planning

Ownership Success

  • Advanced Succession Development
  • Peer & Community Recognition

Next Step: Assess Your Success

Contribution

Personal Success

  • Family Legacy
  • Spiritual
  • Altruistic Achievement
    • Charitable Gifts
    • Board Participation
    • Political Contribution

Financial Success

  • Level 3 Financial Planning
  • Wealth Conservation

Ownership Success

  • Legacy
    • Employees
    • Community

Next Step: Assess Your Success

Choose the percentage that most closely represents your progress for each item.