Adviser Advantage

 

Complete your Consultative Sales Diagnostic below to see where you stand when it comes to giving financial advice using a consultative approach…

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Consultative Sales Diagnostic

Please add your email address, your role, company name and how many employees within your organisation are actively giving advice. The diagnostic type question allows you to select between doing a personal diagnostic or one on behalf of your team/organisation (you giving an average rating of your team/organisation). You will then be presented with the diagnostic questions broken down into 10 sections. Please rate each question between 1 and 10, with 1 being low and 10 being high. Please be as open and honest as you can when completing this diagnostic. There’s no pass or fail – honest/accurate answers will provide the most useful insights…

Consultative Sales Diagnostic - Adviser Advantage
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