Do you have what it takes to run your own Portfolio Finance Director Business?

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SetUP!

How much Finance Director level experience do you have?*

None yet
A working knowledge
I’ve been actively involved for a while
I’ve played a key role for many years

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How aware are you of the protections and certifications needed to set up a Portfolio Finance Director business safely and legally?*

No awareness
Some awareness
I’m proactively building my awareness
Complete awareness

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ShowUP!

Available values for Topic 2

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

How do you feel about presenting yourself authentically online using platforms like social media?*

I don't buy in to all that
Apprehensive about showing my true self
Excited, but I’d need help
Proud and happy to do it each day

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How developed is your idea of who your ideal clients are, the people you want to work with most?*

Not at all
A bit vague
Needs more clarity
Completely developed

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How confident are you about your personal brand, values and mission?*

I haven’t given this any thought
Somewhat confident
Fairly confident
Very confident

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GrowUP!

Available values for Topic 3

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

How would you rate your knowledge of how maintaining the right mindset can help you succeed?*

No knowledge
Some knowledge
Actively developing my mindset
Very knowledgeable of mindset and methods to maintain it

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How much does Imposter Syndrome affect your progress and confidence?*

Constantly, it stops me taking action
A lot, it's like self sabotage
Sometimes, I’d like to manage it better
Rarely, I have techniques to overcome it

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LinkUP!

Available values for Topic 4

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

Are you set up on LinkedIn and getting the best out of it?*

No, I don’t have a profile
I keep my profile up to date but don't engage
I try but it can be time consuming
Yes, I use LinkedIn proactively, it's more than a CV

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How do you feel about posting, engaging, and connecting on LinkedIn regularly?*

I don’t have the time
Worried I’d get it wrong
Enthusiastic, but need guidance
Excited! I already have lots of content and strategies

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MeetUP!

Available values for Topic 5

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

How strong is your professional network?*

Very weak
Neglected, I’m too busy
Getting stronger
Very strong. I nurture it regularly

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How do you feel about networking?*

It fills me with dread
I avoid it
I want to do more
My network is my ‘net worth’

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UP!Sell

Available values for Topic 6

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

How does the thought of selling what you do make you feel?*

Uncomfortable, sales can be sleazy
Worried I’d get it wrong
Ok, but I’d need guidance
Excited to articulate the value I bring clients clearly and energetically

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Do you know how you’d approach a sales conversation to give you the best chance of signing up a client?*

No idea
I’d be winging it
I have an idea but would need to fine tune it
Yes, I’m clear on the right approach and why it works

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ToolUP!

Available values for Topic 7

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

How confident do you feel about setting up your business efficiently with software tools that save time?*

Not at all
Somewhat, there are a lot of great tools out there
Fairly, I’ve already researched the best tools
Completely, I’m up to date in this area

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How knowledgeable are you about finance software solutions for SMEs that you could recommend to your clients?*

Not at all
Not enough to make a recommendation
Fairly knowledgeable
Familiar enough with the top tools to confidently recommend them

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Segmentation

Are you currently earning more than £75k per year?*

Yes
No

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Do you hold a Chartered Accountant qualification (ACA, ACCA or CIMA)?*

Yes
No

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How long have you been qualified?*

0-5 years
5-10 years
10-15 years
15+ years

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Are you prepared to make an investment in order to achieve Portfolio Finance Director success more quickly than you would without advice, support and accountability?*

Yes
No

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Final Details*

One final step before we email you through your PDF report which includes:

Your score...
Your key areas of improvement
Quick suggestions to improve each key area

Your personalised report will be emailed to you along with relevant tips supporting your score. View our Privacy Policy

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Topic 2 Key Area of Improvement

Topic 3 Key Area of Improvement

GrowUP!Maintaining a positive, growth mindset can be challenging, but when you’re setting up a new business as a Portfolio Finance Director, it’s essential you do just that.With the relentless pressures of life and the ever-increasing demands and responsibilities, it can be easy for us to become overwhelmed and develop a negative attitude.It's important to remember that we can always take steps to flip back to a positive mindset as quickly as possible. Here are two tips to help you:Firstly, recognise that mistakes and setbacks are part of the process. Acknowledge that everyone makes mistakes and that it's okay. Instead of feeling discouraged and negative, learn from your mistakes and keep going.Secondly, remember to take a break. When you feel overwhelmed, step away from the situation and give yourself some time and space to relax. Taking a few minutes clears your head and allows you to come back to the task with a refreshed outlook. You might not be a fully fledged Portfolio Finance Director (yet!), but you’re on your way.

Topic 4 Key Area of Improvement

LinkUP!LinkedIn is a great professional platform on which to be seen and generate work, but it can be daunting too, right?Instead of getting frustrated, and wasting time overthinking your page update, or that next post, here are a few tips to help you ‘feel the fear and do it anyway’.Firstly, remember your Linkedin profile is your shopfront. Think of it as a mini website and make use of all the ‘real estate’ to appeal to potential clients. Stop thinking like an employee and using it to house a CV-style list of where you’ve previously worked.Secondly, remember, when it comes to content, you don’t have to be perfect or have all the answers. If you can start small and just hit that post button, you’ll soon see that no one sniggers. Once you get some interest and a few kind comments, you’ll be confidently sharing authentic posts, showing who you are and what you stand for.Another tip is to get started by engaging with others’ posts to warm you up. The algorithm loves it, and those you support and encourage will no doubt return the favour.

Topic 5 Key Area of Improvement

MeetUP!A lot of us finance types are introverted, and flippin' rushed off our feet too! It’s no wonder our networks can get neglected, especially when we’re in a full-time, flat-out role.To be a successful Portfolio Finance Director, you have to be front of mind when opportunities to help a client arise, and so the old adage ‘your network is your net worth’ is absolutely right.Tips to make networking less daunting and time consuming include:<ul><li>Setting realistic goals such as attending one networking event per month, and allowing yourself time to recharge your social battery in between</li><li>Researching who attends different events so you can ensure time spent outside your comfort zone networking is as efficient and worthwhile as possible</li><li>Considering different ways to network that might feel more natural to you. These days you have way more options than meeting in a bar after work…you can Zoom 1:1, join a walking networking group and much more besides.</li></ul>

Topic 6 Key Area of Improvement

UP!SellAh selling…if the word makes you feel uncomfortable, you’re not on your own. But, there are ways to make it feel much better, and in time, even natural.If you’re daunted by the prospect of selling, two good tips are firstly, to have an ‘elevator pitch’ rehearsed. And secondly, to concentrate on the benefits you bring to the client.Having a short, well memorised intro, or elevator pitch is a big help if you feel your nerves might show or even make your mind go blank during initial sales calls. With some practice, it will be there for you to fall back on, and will give you more confidence.Concentrating on how your services will help your prospective clients will move you away from describing what you’re good at (like you might in a finance job interview) to showing a client just how much value you can add.Not only will this land better with your prospect, but once you start talking about the value you can bring them, sales will feel much less ‘icky’! You’re genuinely going to help people and soon you’ll feel excited to explain that.

Topic 7 Key Area of Improvement

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