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We are not recognized as IRA leaders in our industry |
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We are recognized as IRA leaders in our industry |
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We do not focus on IRA distribution strategies |
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We do focus on IRA distribution strategies |
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Our clients will be subject to high taxes and penalties upon their IRA distribution |
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Our client’s IRA accounts will be subject to the lowest amount of taxes upon distribution |
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We are not keeping our advisors up-to-date with the changes to IRA rules |
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We are keeping our advisors up-to-date with the changes to IRA rules |
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Our clients/advisors are not taking full advantage of IRA distribution strategies |
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Our clients/advisors are taking full advantage of IRA distribution strategies |
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Our IRA reputation does not help us attract enough high-quality clients |
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Our IRA reputation helps us attract enough high-quality clients |
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Our IRA reputation does not help us attract enough high-quality advisors |
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Our IRA reputation helps us attract enough high-quality advisors |
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Our advisors are not very knowledgeable about IRA distribution rules |
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Our advisors are very knowledgeable about IRA distribution rules |
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Our IRA program is not designed to help us achieve our corporate objectives |
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Our IRA program is designed to help us achieve our corporate objectives |
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We are in danger of losing beneficiaries as clients and not attracting referrals |
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As IRA experts, we are retaining our client’s beneficiaries and generating referrals |
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ADD COLUMN TOTALS
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YOUR SCORE ________ |
