Leverage the Scorecard

In athletics, coaches often self-scout their teams. They watch film to determine tendencies that develop over the course of a season. For advisors, self-scoring can work the same way – it’s a great way to evaluate where you are currently and where you’d like to be in the future. You might not have thought you could quantify some types of certain behaviors, attitudes or mindsets, but the truth is that we score ourselves and others – consciously or subconsciously – all the time! The Advisor Success Scorecard is a great way to self-scout your practice and can create ways to measure things that you may not have found a way to quantify before.


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