How many can you confidently answer "yes" to?

1.) Committed to a common set of goals - A team of talented, trained individuals committed to a common set of goals where each knows their roles and those of the others.

2.) Atmosphere that encourages two-way communication - A team culture that encourages two-way communication and a positive team dynamic with vigorous leadership.

3.) Effectively delivers client service strategy - A tiered and effectively delivered client service strategy that offers client households an appealing, and appropriate, service offering.

4.) Workflows are executed effectively - Workflows within the team which ensure that the team's investment processes and service strategies are being executed effectively.

5.) Goals are monitored by practice management tools - A team discipline to hold their goals up to monitoring by practice management tools, and constantly strive for superior performance.

6.) A business plan bought into by the team - A business plan that is crafted and bought into by the team, a plan that is reviewed regularly and modified as required in periodic team meetings that focus away from the day-to-day running of the practice.

7.) A clear investment process tied to the investment philosophy - A clear investment process, built around an investment philosophy, that is understood by the clients and seen to be comprehensive and tailored to their needs.