For financial professionals only

Toolkit

The 30-Day Disappearance Test

Score the machine before you block the calendar.

Imagine thirty days off-grid starting Monday. Answer with what would actually happen. Nothing you answer is stored or sent anywhere; scoring happens in your browser. About 3 minutes.

0 of 10 answered

1. Trades and rebalances while you're gone:

2. Review meetings on the calendar during those thirty days:

3. Client communication (trade notices, Friday texts, transfer updates):

4. Fee revenue in the month you're gone:

5. A client with an urgent question calls the office:

6. New inquiries during those thirty days:

7. Your Google Business Profile while you're gone:

8. Could a prospect get to a signed proposal without you?

9. Documentation of how the firm works:

10. When you come back, the first day looks like: