2. Do you enjoy working with most of your clients? If yes, GREAT! If no, which clients do you not enjoy, and what needs to be done to re-position the relationship, set new expectations and establish new rules of engagement? Schedule the time to meet or talk with these clients to discuss. If you can't restructure the relationship, do you need to let the clients go?

3. How many of your clients are referring new clients to you? Look at your top 25 clients to determine how many have referred a new client to you in the last twelve to eighteen months. If the picture doesn't look that good, ask yourself the question: if these are my top clients and they're not referring new people to me, who is going to refer me the kind of new clients I want?

4. If you're enjoying the kind of business you're doing, GREAT! If not, what would you like to do more of, and/or less of?

5. How would you describe your quality of life? Do you enjoy your days and the contact you have with your clients, or do you find the days a grind? Do you take time off to enjoy family and friends, or do you spend your free time fretting about your business?

6. How would you describe your client niche, and your uniqueness in being the optimum solution for your chosen niche? What would your clients say about you, and why they work with you instead of another financial advisor? How clearly can you articulate who you are, what you do, who you do it for, how you do it, and why to a prospective client?

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