Portfolio consulting  questionnaire

Advisor David Blair

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Pursuing a portfolio career can be immensely rewarding. To succeed you must have, or be able to develop a range of critical attributes. These include the ability to balance a passionate and entrepreneurial approach with objectiveness and independence. You will be acting as a close trusted advisor to your client, at the same time being both supportive and challenging; a truly critical friend. This requires your professional experience, intelligence and maturity to providing the client with insight, guidance and leadership for your clients in helping to craft solutions.

Whilst a financial background is helpful in enabling you to provide numerical analysis, your real ability to add value comes from the insight that such analysis provides and using it to manage the Key Performance Indicators of the business
 
If you are interested in a portfolio career, we recommend that you complete our online questionnaire to provide an assessment of your readiness to develop your own successful portfolio career.

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What is the Portfolio Consulting Questionnaire?
​The questionnaire is a tool that enables you to assess the core elements required for a successful portfolio career and benchmark your own readiness against them.
 
It addresses over 40 strategic features across key areas including

• High Level Goals
• Regulatory Environment
• Inter- and Intra- Personal Skills
• Winning and Managing Clients
• Pricing and Recovery
• Support, Software and Systems

​Why complete the Online Questionnaires?
​There are three core benefits from completing the questionnaire

• You will receive an immediate score which provides a benchmarked independent assessment of your current positioning to develop a portfolio career
• Those areas which you need to address in order to improve your opportunites for success will be highlighted
  
• You will receive a detailed report to create a solid foundation for an action plan to develop your portfolio​

​If you are interested in finding out more about the services offered by DBA group to help develop your business, please feel free to contact us for a no obligation discussion.

​With some 30 years experience advising dozens of start ups and high growth businesses, which have yielded us a string of national and international awards, we have a wealth of experience in successful portfolio work . We can help you to grow and realise your ambition to grow your portfolio career.

Take the test

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