BaxADVISORY

Practice Discovery

A quick pre-meeting warm-up before our coffee. Fill in what you can — five minutes is plenty — so we spend our time on the good stuff, not the basics.

Hey Chris & Kevin — this maps out how Wealth Avenue runs today so I can spot where AI and automation will actually save you time. No wrong answers, rough is fine, and skip anything that doesn't apply.

1Your practice at a glance

2Your tech stack

Tick what you use, add anything I've missed. This is the single most useful thing for me before we meet.

3New client onboarding

From first enquiry to a fully onboarded client — walk me through it however you'd explain it to a mate.

4Producing & delivering advice

From data-gathering to SOA/ROA to implementation.

5The wishlist

6Anything else

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