Drifted
but delivering
—
Reset
Daylight
the gap diagnostic
Twenty-two questions · about seven minutes
How far apart have they drifted?
What you scoped. What you rely on. What you pay for.
And whether any of it's actually landing.
When an advisor relationship is healthy, those three describe the same thing. Most problems live in the space between them, and that space opens quietly, over years, without anyone deciding it should.
Completing this diagnostic won't tell you to change firms. In most outcomes, it says the opposite. It will surface where the gaps are and let you think about the relationship in a new light.
Answer for one specific advisor relationship, as it is rather than as it's meant to be. Your answers are anonymous. When you finish, we keep an unnamed record of the pattern — no name, no company, no email — so we can build benchmarks across organizations. Your PDF is built on your own device. If you'd like us to know who you are, there's a place to tell us at the end; that's entirely optional.
First, one question
Which best describes your seat?
Role is the only thing collected about you. No names. It lets a team report show whether views track distance from the work, which they usually do.
Your read
Substance ↑
Aligned
and delivering
—
Steward
and delivering
—
Steward
Drifted
and thin
—
Decide
and thin
—
Decide
Aligned
but thin
—
Strengthen
but thin
—
Strengthen
Structure →
Where you sit
The findings
Each reading below carries a score from 0 to 100 and a word describing it. For the three gaps, a lower number is better — it means those layers are close together. For Delivery and Governance, a higher number is better.
Questions worth putting to your advisor
Not a script. Five openings suited to what this read found — for a conversation rather than an audit.
Comparing with colleagues?
If someone is assembling a team read, send them this line. It carries your answers and your role, and nothing else — no name, and nothing that identifies you in the group report.
This is a read, not a verdict, and it reflects one seat in a two-sided relationship. The strongest use of it is comparative: have two or three colleagues answer independently and compare where you disagree.
This report is yours. If it surfaced something you want to think through, we're glad to talk it over — no pitch, and no obligation.
Strategic Fit • Relationship Reset • StewardshipHelping organizations build, strengthen, and steward the relationships that matter most.
Want the benchmark when it’s ready?
We’re collecting these anonymously across organizations. When there are enough to say something useful — how wide these gaps typically run, how many sponsors can account for their advisor’s total compensation — we’ll send it to anyone who asked. Leave your address and we’ll include you. It also lets us pick up the conversation if you want to.
Your read against the group
Paste your code and the team code.
Enter each code on its own line — your own response code first, then the team code you were given. You'll see where your view sits against the group's — you won't see anyone else's answers, and nobody sees yours.
Don't have a response code? Take the diagnostic first and one is generated at the end.
Your read, against your team's
The five layers
Where the two columns read differently, that is worth a conversation — not because either is wrong.
Substance ↑
Drifted
but delivering
but delivering
Aligned
and delivering
and delivering
Drifted
and thin
and thin
Aligned
but thin
but thin
Structure →
You and the group
Where you see it differently
The items where your answer sits furthest from the group average. These are worth raising — not because you're wrong, and not because they are.
Where you and the team agree it's thin
Sitting apart from your colleagues is information, not error. It usually means you have visibility into something they don't, or they have visibility into something you don't. Both are worth surfacing, and neither is settled by who feels more certain.
This report is yours. If it surfaced something you want to think through, we're glad to talk it over — no pitch, and no obligation.
Strategic Fit • Relationship Reset • StewardshipHelping organizations build, strengthen, and steward the relationships that matter most.
Strategic Fit • Relationship Reset • StewardshipHelping organizations build, strengthen, and steward the relationships that matter most.
Daylight v2.0 · Public build · © 2026 Docent PG, LLC. The question set, scoring logic and interpretive language are proprietary.