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Testimonial

When you want to grow your business fast, you need more than just support – you need business experts with competitive insights and tenacious drive for YOUR success.

The Practice DNA Assessment 

Curious about your Practice Type?

Let’s be honest: Your practice is probably doing fine. Good clients, decent revenue, respectable reputation. But you’re also drowning in FCA reports, watching insurance costs spiral, and wondering why half your client book is over age 70. You’re successful but exhausted – making money while the industry slowly suffocates you with compliance costs and tightening margins.

Here’s what 5 minutes will tell you: Whether your “successful” practice is actually a ticking time bomb. Most advisers discover they’re one key person departure, one regulatory change, or one market downturn away from serious problems. 

Your free DNA Report reveals the hidden vulnerabilities in a practice that “looks fine from the outside”—plus how to build something sustainable and sellable (even if you never want to sell). Think emergency exits on planes: you want the option there, but hope to never use it. Practices built for sale run smoother, have less stress, and give you choices when life happens.

Take the test now.  Worst case: you waste 5 minutes. Best case: you spot the problem before it costs you everything.

Discover Your Practice Type in 5 Minutes

Question 1 of 12

1. What’s your average client asset size?

2. How many staff members support each 100 clients?

3. Average hours spent per client annually?

4. How many different investment processes do you run?

5. Your client onboarding process is:

6. Client review meetings happen:

7. Your ideal client persona is:

8. Your marketing plan consists of:

9. Revenue predictability – you can forecast:

10. Your biggest operational challenge is:

11. Technology in your practice:

12. Team development happens:

Hidden Vulnerabilities:

    How Wealth Practice Evolution Can Transform YOUR Practice

    🚨 The Challenge:

    💡 The Wealth Practice Evolution Solution:

    🎯 What You’ll Achieve:

      Email WPE@rockfine.co.uk with your results for a free consultation