You became an advisor to guide people through the biggest financial decisions of their lives. You didn’t sign up to manage software. Yet for many advisors, the CRM has slowly become one more thing to wrestle with: notes logged after hours, client details buried a few screens deep, follow-ups that depend on memory instead of a system. This free self-assessment helps you step back and see the whole picture clearly. In about 10 minutes, you’ll work through 42 statements across seven areas of your business and finish with a straightforward score, along with a clear sense of where you stand and where you could go. There’s no sales pitch here. Just an honest look at whether your CRM is earning its place.
