The self-test/ can_your_firm_answer_these
Ten questions.
Five minutes. Be honest.
These aren't technology questions - they're questions about your own firm. The rule: count a yes only if you could answer today, with numbers. "Someone could work it out in a week" is a no.
01Which 20 clients produce 80% of your margin?by profit after service cost - not by AUM
02Which clients are most likely to leave in the next six months?named and ranked, with a reason - not a gut feel
03What did last quarter's marketing produce?onboarded clients and revenue - not clicks and leads
04How many hours went on manual compliance work last month?chasing, re-keying, assembling evidence
05Which files would fail if the FCA sampled tomorrow?known before a review finds them, not after
06Is any vulnerable client sitting in a retargeting list right now?would you bet the firm on the answer?
07What does it cost you to onboard one client?hours × people × rate - the true number
08Which books are drifting from their documented risk profiles?monitored continuously, not discovered annually
09Could you evidence last year's client reviews in under an hour?a query, not an archaeology project
10If a reporting error surfaced, could you rebuild the true record?from source data, systematically
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