For financial professionals only

Toolkit

The Dumbest-in-the-Room Audit

Are you in rooms where you're the student?

Score the last twelve months. Nothing you answer is stored or sent anywhere; scoring happens in your browser. About 2 minutes.

0 of 8 answered

1. At the last conference you attended:

2. In your peer group, you are:

3. When someone describes a strategy you don't know:

4. Books or podcasts in the last twelve months that changed how you run the firm:

5. Your commute and the lawn:

6. Your network of other advisors:

7. When you learn from a mistake, it's usually:

8. Reinvestment in your own development this year: