Practice Excellence
Assessment™
A 10-minute scorecard that tells you—clearly—which practice performance areas you need to refine, upgrade, or implement.
10 Minutes
Quick, focused assessment
15 Statements
Across 4 key dimensions
Clear Results
Personalized recommendations
How to Score Each Statement
Be honest with yourself
True and Consistent
It happens without heroics
Mostly True
It happens, but not reliably
Sometimes
It's intention more than a system
Working On It
or a Blindspot for us.
The information provided by this app is intended solely as an indicator of potential areas of improvement for an advisory practice. It is not to be construed as advice of any kind by any professional. You, the user, are responsible for making your own decisions and achieving your own results. By reviewing, downloading, or printing any results from this app, you agree not to hold Advisor Practice Management (APM) or any company we are affiliated with liable for any outcomes. Always check with your branch manager and/or compliance officer before proceeding with any client or prospective activity.
© APM Practice Excellence Assessment™ is a trademark of Advisor Practice Management