Advisors spend a lot of time moving information, preparing for meetings, following up with clients, updating systems and managing the many small tasks that keep a practice running.
But where is the friction actually happening?
This 12-question self-assessment takes about four minutes and helps identify where manual, repetitive or disconnected workflows may be creating unnecessary work in your practice.
The assessment looks at:
Meeting preparation
Follow-up and client communication
CRM and administration
Information gathering and research
Repetitive manual tasks
Multiple systems and duplicated work
Workflow consistency and handoffs
You'll receive a personalized workflow friction profile highlighting the areas that may be worth looking at more closely, along with a few questions to consider about how your practice currently operates.
4 minutes 12 questions Educational only No client information required Your answers stay on this page
Question 1 of 12
Why it matters:
Optional · 600 characters maximum
Your Results
Your workflow friction profile
Your primary workflow friction pattern
Nothing here suggests your practice is broken. It suggests there may be a few places where work is being repeated, moved manually or dependent on a particular person.
Where your answers pointed
Relative to everything else you told us. This isn't a score, and there's no target to hit — it just shows where the weight sits.
A few questions to consider, not a to-do list
These are the questions that usually surface what's actually going on.
Curious what this could look like in practice?
I design and prototype workflow solutions for wealth-management teams, focused on making existing processes simpler, more consistent and less repetitive.
Your results are yours. Everything you answered stays in this browser. Take a copy for yourself below — that alone sends nothing to anyone.
Want me to take a look?
If you'd like a second pair of eyes on this, send it over and I'll come back to you with what I'd look at first.
What sending does: it shares your name, email, optional firm name and your answers to these 12 questions — including the task you'd most like to eliminate — with Julie Wright at WrightShift, so she can reply to you. Nothing else, and nowhere else.
✓
No client information is requested or collected by this assessment, and none should be entered. Your answers are held in this browser and are not sent anywhere unless you choose to send them. "Email My Results To Me" opens a draft in your own email program addressed to you — it sends nothing to WrightShift. "Send My Results To Julie" submits your name, email, firm and answers to WrightShift, where they are stored by Netlify, our hosting provider, and used to reply to you. Sending your results does not sign you up for anything — ongoing email is a separate, optional tick, and is never a condition of getting a reply.