6C Framework Assessment

Is Your Current Platform Still in Alignment?

A private, six-minute diagnostic that surfaces where your alignment is strong, where friction is building, and what deserves a closer look. Built around the six dimensions that actually determine whether a platform supports you for the long term.

Instant results. No name required. No email required.

Start the 6-Minute Alignment Check

The assessment can confirm that your current firm is still the right place.

Download the 6C Alignment Guide

Sample 6C alignment report preview showing overall score, recommendation, friction cost, key finding, blind spot, and dimension breakdown

Continue to Your Full Report

What You'll See in Your Results

Recommendation

One of four clear actions: Optimize, Monitor, Test, or Explore. Calibrated to your specific gaps and trends, with three concrete next steps.

Cost of Friction

An illustrative annual value of the hours you report losing to operational friction, using a stated hourly assumption. It is not measured lost revenue.

Key Finding and Blind Spot

The single dimension most worth your attention - and a separate finding for the dimension you may be underweighting given your career stage.

By Dimension

Each of the six C's broken down: importance, satisfaction, trend, what your answers revealed, what good looks like, and four specific questions to ask your firm and any alternative.

This is a diagnostic, not a recommendation. It surfaces where your platform aligns with what you need and where it does not - with enough detail to inform a real decision, whether that decision is to stay, to address specific gaps with your current firm, or to look seriously at alternatives.

41%

of surveyed independent advisors more than two years from retirement may leave within two years

J.D. Power, 2024

52%

of independent advisors have already worked at 3 or more firms

J.D. Power, 2024

~35K

advisors changed firms in 2024 alone

ISS Market Intelligence, 2025

How It Works

Answer Honestly

Behavioral questions about how things actually work at your firm - not abstract satisfaction ratings. About six minutes, 30 questions, no jargon.

Get Your Results

See your personalized alignment report instantly.

Decide What's Next

Stay with confidence, or explore alternatives.

What the Assessment Measures

Culture

Culture becomes visible through daily decisions and working relationships. A mismatch is difficult to repair once you're settled in.

Community

Peer networks drive learning, referrals, and retention. They're a business asset that compounds over time.

Compatibility

Workflow mismatches can become clear after a transition. Test the platform against your actual client and operating needs before committing.

Capability

The question isn't whether tech looks good in a demo - it's whether it works in your daily workflow.

Compensation

Compare the headline payout with required costs, incentive terms, and your own multi-year assumptions before judging the net economics.

Capital

The dimension that compounds quietly. The platform you build value on now is the platform that supports your eventual transition. Worth understanding well before you need to.

Questions You Might Have

What's different about this assessment?

Most advisor assessments ask you to rate how satisfied you are. This one asks you to describe what actually happens at your firm - whether concerns get acted on, how long operational issues take to resolve, whether you can state your true net payout - and infers satisfaction from your answers. The result offers a structured way to examine those answers; it is not a validated measure of future satisfaction.

Can I take it without giving my name?

You can take the assessment without providing a name or email. Completed answers and the report are saved so you can retrieve the result, and the Continuum team receives assessment context. If you request contact, your contact details are linked to the report. Technical request data, including an IP address, can appear in request logs.

Will someone contact me afterward?

Not unless you want them to. At the end, you'll have the option to request a confidential conversation - but it's completely optional.

What if I'm happy where I am?

Great! The assessment will likely confirm that. Many advisors find it reassuring to see their current situation scores well across all six dimensions.

Who is Continuum Search Group?

We're an independent, platform-agnostic recruiting firm that helps financial advisors find the right long-term home using the 6C Framework.

Explore the full 6C Framework →

“Rick helped me see past the transition check and focus on what really mattered for my practice long-term. Best career decision I've made.”

Pete R. - Insurance BD to Independent BD/RIA

“Rick never pushed, just patiently showed me a better path. When I was ready, he was there every step of the way. The results have been transformational.”

Susan C. - IBD/RIA to IBD/RIA

“What I loved most about him was his honesty, integrity and that he continued to assist after the move. I would 1000% recommend working with him.”

Jennifer S. - IBD/RIA to IBD/RIA

See If Your Current Platform Still Aligns

6 minutes | 30 questions | Instant results | No name required | No email required

Prefer to talk first? Contact Rick directly.