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This one page tool offers advisors an opportunity to evaluate themselves regarding whether or not they are working from a framework of mission driven effectiveness vs. task driven efficiency. By being able to rate themselves on a scale of one to ten in areas that relate to their priorities, their ability to treat people as more important than tasks, and their ability to create margin and flexibility in their schedules, advisors are able to identify key strengths and weaknesses in their movement toward becoming more effective and mission driven.
Jim Wise is senior partner and senior private wealth advisor for the private wealth division of Ronald Blue Trust and is also an in-demand teacher and speaker. He is the author of several books and lives in Orlando with his wife, Lori, and the youngest of their six children.