A Conversation Tool for Wealth Managers & Investment Advisors

Kingdom Investor Assessment

The 10-P Model. Use this together with a client to open a conversation about what actually matters to them as an investor, and where the gaps are between conviction and practice. Rate 40 statements across ten dimensions - Purpose, Products, Positioning, Presence, Partnering, Process, People, Place, Planning, Profit - on both importance and current performance.

For each statement, you'll give two ratings on a scale of 1 to 7, where 1 is low (no, definitely not) and 7 is high (yes, definitely): first how important that statement is to your success as an investor, then how well you feel you're currently performing against it. There are no right answers; be honest about where things actually stand. This works well as something to fill out together with your advisor, comparing notes as you go.

Terms used throughout this assessment follow the definitions in the Investing with Africa glossary.

Your answers are saved so an aggregate, organization-wide report can be built across everyone who takes this assessment. Only combined averages are shown to others - your individual ratings aren't displayed to other respondents.

01 Purpose
Importance - how much this matters Performance - how you're actually doing

Your results

-
Avg. Importance
-
Avg. Performance
-
Avg. Gap

Largest gaps - where performance most trails importance

Averages across everyone who has completed this assessment.

Brett Johnson brettjohnson.biz Global Giants globalgiants.foundation

Thank you for completing the Kingdom Investor Assessment.