Strategic Evolution Pty Ltd
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The 10 Mindsets Scorecard
Please rate yourself honestly to make the greatest progress.
Mindset 1 - Family First.
Having a strong desire to care passionately for one’s family and crave financial
security for them is a vital mindset for successful estate and succession planning.
Whats your current mindset?
Mindset 1 - Family First.
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1- 5 WORST CASE - I dont care about leaving behind a legacy or providing for future generations.
6 - 10 BEST CASE - I am driven to leave a lasting impact on the world through my legacy, and I am willing to do whatever it takes to ensure that my family is cared for long after I am gone.
Mindset 2 - Desire to leave an Extraordinary Legacy.
Having the desire to create an extraordinary legacy is a crucial mindset for
successful estate and succession planning.
Whats your current mindset?
Mindset 2 - Desire to leave an Extraordinary Legacy.
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1- 5 WORST CASE - I don’t care about my family or their financial security, it’s not my priority.
6 - 10 BEST CASE - I am passionate about my family and ensuring they are financially secure. My family’s well-being is my top priority.
Mindset 3 - Fun & Enjoyment.
Having a mindset that values being fun, interesting, active, and enjoyable to be
around is a valuable trait to have in the realm of estate and succession planning.
Whats your current mindset?
Mindset 3 - Fun & Enjoyment.
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1- 5 WORST CASE - I am not interested in being fun or enjoyable to be around, and I do not care about being a good citizen or contributing to my community.
6 - 10 BEST CASE - I am always seeking new and exciting ways to connect with others and make a positive impact on my community, while still finding time to have fun and enjoy life.
Mindset 4 - Team Player.
Having the willingness to work together as a team is crucial regarding estate
and succession planning.
Whats your current mindset?
Mindset 4 - Team Player.
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1-5 WORST CASE - I am unwilling to work with others and prefer to make all decisions independently without considering other perspectives or seeking guidance from those with expertise.
6 - 10 BEST CASE - I am a team player who is open to taking advice and being coached, and I am confident that I can bring value to any situation through collaboration.
Mindset 5 - Invests in Positive Outcomes.
Having an abundance focus is an essential mindset regarding estate and
succession planning.
Whats your current mindset?
Mindset 5 - Invests in Positive Outcomes.
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1- 5 WORST CASE - I am tight with my money and don’t see the value in paying for expert advice, even if it could benefit me in the long run.
6 - 10 BEST CASE - My abundance mindset allows me to see opportunities for growth and success in every situation. I’m happy to pay for expert advice to help me get there.
Mindset 6 - Decisive.
Having a mindset of decisiveness is extremely important in estate and succession
planning.
Whats your current mindset?
Mindset 6 - Decisive.
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1- 5 WORST CASE - I struggle to make decisions and often procrastinate when it comes to improving my situation. I have a hard time getting things done.
5 - 10 BEST CASE - I am a decisive person who can quickly identify areas for improvement and take decisive action to make positive changes in my life and situation.
Mindset 7 - Value Specialisation.
Individuals who have the mindset of being open to delegation and specialisation
understand that certain tasks and responsibilities require specialised knowledge
and expertise.
Whats your current mindset?
Mindset 7 - Value Specialisation.
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1- 5 WORST CASE - I prefer to do everything myself and don’t trust specialists or value their input.
6 - 10 BEST CASE - I am confident in my abilities and value the expertise of specialists, actively seeking out their advice and collaborating with them to achieve the best possible outcomes.
Mindset 8 - Aware of Unknowns.
Having an awareness of your knowledge limits is an important mindset to have
when it comes to estate and succession planning.
Whats your current mindset?
Mindset 8 - Aware of Unknowns.
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1- 5 WORST CASE - I know everything and don’t need any outside help or advice.
6 - 10 BEST CASE - I am well aware of my knowledge limitations, that I dont know what I dont know, and am always open to seeking guidance and expertise from specialists to make informed decisions.
Mindset 9 - Lasting Impact.
Clients with this mindset are forward-thinking and proactive in their approach to
life.
Whats your current mindset?
Mindset 9 - Lasting Impact.
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1- 5 WORST CASE - I am not interested in thinking about the future or improving myself.
6 - 10 BEST CASE - I am always looking ahead to the future and constantly seeking ways to improve myself and my professional endeavours.
Mindset 10 - Reciprocity.
The mindset of believing in reciprocity recognises the value of building
strong relationships and supporting others in their endeavours.
Whats your current mindset?
Mindset 10 - Reciprocity.
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1- 5 WORST CASE - I am not referral-driven and do not believe in reciprocity. I do not need to refer others when they have done an excellent job for me.
6 - 10 BEST CASE - I am referral-driven and believe in the power of reciprocity, always happy to refer those who have provided excellent service to me.
Your Details
Name
*
First
Last
Best contact number?
Email
*
How did you hear about us?
Thank you for completing our Mindset Score survey!
You will notice there is SCORE below, which will help us identify different areas we may need to address and focus on during your succession plan.
We will send you a summary of what your score means.
If you have any specific concerns we have not yet identified, please give us some details below.
Mark Westcott
Strategic Evolution
0418743888
|
mark@strategicevolution.com
|
www.strategicevolution.com
| Skype:
mark.westcott
|
PO Box 778, Main Beach QLD 4217
