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Annual Adviser Accountability Review
Annual Adviser Accountability Review: Methodology
Understand the approach, what your result can tell you, and where judgment still matters.
Current tool · Version 2.4.0
Evidence for a better renewal conversation
Compare the engagement with the work delivered
The review organizes what you hired a professional to do, what they actually delivered, and what still rests with you. It considers costs, proactive work, decision support, coordination, and the improvements you want next year.
Rather than compressing those facts into a value score, it identifies unresolved responsibilities and incomplete cost information, then prepares an accountability brief and a focused meeting agenda.
Reading your accountability brief
- Annual cost
- The professional’s fee and applicable additional costs are brought together. A known subtotal is not the full cost when another component remains unknown.
- Responsibility record
- The brief distinguishes delivered work, shared or incomplete work, unresolved expectations, and work you still own.
- Engagement changes
- Gaps become requests for clearer scope, ownership, deliverables, deadlines, or coordination.
- Renewal conversation
- Your stated inclination to renew, change, leave, or gather more evidence informs the agenda. The tool does not independently rate the professional.
Assumptions and information to check
Review one professional and one period at a time. Engagement letters, invoices, service calendars, and your record of completed work are useful evidence. The tool relies on what you report; it does not contact the professional or inspect their files.
Costs may be confirmed, estimated, or unknown. Check that amounts cover the same period and that product, platform, transaction, or other applicable expenses are neither omitted nor duplicated.
Professionals share the same roster as Build Your Wealth Team, but each review has its own draft and dated result. When an earlier review exists for the same professional, the next result compares annual cost, responsibilities needing follow-up, member burden and the renewal decision. It uses the saved results as written and does not infer whether every prior commitment was fulfilled.
Changelog
A brief public record of what changed. Calculation details and security-sensitive implementation information are intentionally excluded.
View version history
- Version 2.4.0 Compared the latest saved review with the prior review for the same professional.
- Version 2.3.0 Added an optional one-time email reminder to review the same professional again in one year.
- Version 2.2.4 Connected unresolved Adviser Review responsibilities to the Wealth Team assessment.
- Version 2.2.3 Named the professional in review progress, kept progress labels on one line, and removed the overview detour.
- Version 2.2.2 Combined result history and saved assessments with draft rows and direct history navigation.
- Version 2.2.1 Standardized result actions and added community discussion cards beside relevant findings.
- Version 2.2.0 Made written reflections optional, added suggested follow-up guidance, and clarified review progress and amount entry.
- Version 2.1.2 Included saved examples of value and compensation details in downloadable accountability briefs.
- Version 2.1.1 Kept background save feedback from shifting the form while you answer.
- Version 2.1.0 Improved shared adviser updates, saved-review recovery, and guidance when answers change.
- Version 2.0.9 Centered the mobile menu control and kept the Toolkit name visible when space allows.
- Version 2.0.8 Added clearer navigation, version history, and more useful contextual guidance.
- Version 2.0.7 Clarified and repositioned the public Methodology page.
- Version 2.0.6 Added a public explanation of the tool approach and limitations.
- Version 2.0.5 Added account preferences and notices when an updated review is available.
- Version 2.0.4 Added accessible history actions and member-local time displays.
- Version 2.0.3 Improved result history, summaries, and duplicate-run grouping.
- Version 2.0.2 Added shared guided progress and Quick Guides.
- Version 2.0.1 Improved sign-in guidance and report headers.
- Version 2.0.0 Introduced the multi-adviser Annual Adviser Accountability Review.
- Version 1.1.1 Improved grouped adviser history and review navigation.
- Version 1.1.0 Expanded the original adviser review beyond a simple scorecard.
- Version 1.0.0 Established the first adviser checkup release.
A result you can revisit
This page describes the current tool. An older saved result may use an earlier approach; its saved version and conclusions remain unchanged. Reviewing your answers and completing an updated run creates a new result without rewriting the earlier one.