Ten honest questions. A score out of 100 across five areas HNI clients judge you on. Nothing is stored or sent.
1. I can explain in one sentence what each of my top HNI clients wants most beyond returns.
2. I put the client's needs before the commission on every product I recommend.
3. I spend at least 3 hours a week learning markets, products or client industries.
4. I can explain my five most-sold products to a sceptical client without notes.
5. I track my weekly calls, follow-ups and meetings against a target pipeline.
6. Every client meeting has a prepared agenda and one clear next step.
7. When markets fall, I call my top clients before they call me.
8. I can handle an underperformance objection calmly with facts and empathy.
9. My clients and their CAs or lawyers would readily refer me to others.
10. My LinkedIn profile and daily conduct reflect a trusted wealth professional.
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A self-assessment for reflection, not a certified measure.