10x Advisor

Approximately 10 mins

Your Information

When filling in this scorecard, you'll be presented with a set of mindsets to read through. For each one, you'll rate where you currently are, and where you would like to be in the future. Once you've completed the scorecard, an email with your completed scorecard can be sent to you.

In order to begin, the following issues need to be addressed:

First name

Last name

Email Address

Phone

Let's get started

Mindset 1: High Integrity

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You lost your belief in the solutions you offer and change the subject if clients ask you about your own planning.

You are a big believer in everything you offer your clients and are frustrated you haven't been able to follow all of your advice.

You feel like you have done enough in terms of following advice you give your clients and aren't interested in growing with them.

You are your own best client and implement at a high level every solution you encourage your clients to implement.

Mindset 2: Belief in Bigger Future

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You worry that your best days are behind you and dread the future.

You know you can create a much bigger future but you are distracted by things that aren't productive and are unsure how to change.

You feel like you have all the things you want in your life and it doesn't matter to you if your future is bigger than your past.

You are excited every day to create a bigger future for your business and your team. You are working on 25 years goals one quarter at a time

Mindset 3: Change Accelerator

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You are feeling lost, confused, and overwhelmed by all the new things in the world and would retire today if you could.

You are sure that there are things you could do to connect faster and more efficiently with your clients but don't know where to begin.

You are content with where you are in terms of using new things and don't like to adopt new technologies until they are considered popular.

You are excited about the rapid changes in technology and are using them to create efficiencies in your business and value for clients.

Mindset 4: Value Creator

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You believe your value is in the products you offer your clients and find it harder to differentiate from others and from robots.

You are finding it harder to differentiate your offering from others and are frustrated you haven't created something unique.

You are finding that your biggest value is getting your clients access to the right organizations and events and the status they bring.

You are constantly creating new value for your clients based on your unique thinking processes that give them clarity to take action.

Mindset 5: Continuous Learning

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You generally feel like you know enough already and that if you weren't forced to learn it in school you don't want to learn it now.

You are becoming increasingly aware of opportunities to learn and grow and are frustrated you haven't prioritized it.

Your learning as an adult has typically been related to various credentials you view as prestigious and you aren't interested in more.

You believe in lifetime learning and are constantly seeking new capabilities in all areas of your life for the sake of learning itself.

Mindset 6: Abundance

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

Your mindset is one of scarcity and that the success of others comes at your expense. For that reason you would never share your best ideas.

You worry about someone taking advantage of you when you collaborate and you do it only when it is absolutely necessary.

You have occasionally created a larger result by collaborating with others though you worry about losing respect for not knowing it all.

You believe in helping others transform themselves is a way to make the pie bigger for everyone and are excited about the future.

Mindset 7: Differentiated Thinking

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You tend to think of your business and the world the same way you always have and feel you have less opportunities today.

You are tired of thinking and doing the same things everyone else does but you don't know how to think and act differently.

You don't want to risk failure or being seen as wrong and align your thinking with conventional wisdom.

You look at situations and see opportunities others don't. You create new things that other advisors want.

Mindset 8: Transformative Growth

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be

You don't think it is possible to grow any more than you already have and resent the progress of others who are growing.

You know you can accomplish a multiple of what you have up to this point in your business but don't know how to get there.

You are satisfied with the things you have accomplished and feel like you belong to all the right clubs now and don't need to grow anymore.

You are more ambitious today than 10 years ago and seek 10X growth in your business simply because it is possible.