Find · Grind · Mind™
The building blocks of every successful business
The Business Performance Assessment allows each team member to rate the core functions of the practice based on the Find • Grind • Mind™ models, delineated by Teams and Leadership.
For Advisors
- Find examines the effectiveness of the Marketing and Sales functions
- Grind examines the effectiveness of the Financial Solutions, Administration & Operations and Ongoing Performance Analysis & Reporting functions
- Mind examines the effectiveness of the Client Management and Practice Management functions
For Leaders
- Find involves all your Recruiting and acquisition activities. The focus is on selection & hiring teams, advisors and support members. Also included is new employee onboarding and firm promotion activities.
- Grind involves all the technical, detailed work of the complex. The two main functions included here are Management and Compliance functions that include risk management, supervisory procedures, audits, budgeting, P&L and your technology stack.
- Mind involves all activities that relate to guiding, developing, and retaining your people. The functions included in this building block are Sales Development and Leadership. Within Sales Development we focus on coaching and mentoring, motivating people, business development and, for some leaders, personal production.
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