PRE-COACHING BUSINESS PROFILE
E-mail Address: *
Name: *
Firm:
Work phone:
Fax:
Mailing Address:
Age group:
Length of service with current firm:
Length of service as a financial professional:
Professional designations:
Website address:
Are you part of a wealth management team?:
Number of team members:
Tenure with current team:
Current assets under management:
Current number of clients:
Previous 12 months of production:
Previous 12 months of new assets:
Previous 12 months number of new clients:
What is the asset value of your current pipeline?
What were your core marketing activities over the past 12 months? (introductions, referrals, strategic alliances, etc.)
How do you use business planning in your practice?
I (we) have a long-range business plan and consistently link it to daily action
I (we) have a long-range business plan and occasionally link it to daily action
My (our) business planning mainly consists of 1-year production goals
I (we) do not have a business plan
What percentage of your revenue is fee based?
80% or more
60% - 79%
40% - 59%
20% - 39%
Less than 20%
How would you rate your discipline? (1=Very Low, 10=Very High)
How would you rate your achievement drive? (1=Very Low, 10=Very High)
What is your current confidence level regarding affluent client acquisition? (1=Very Low, 10=Very High)
Briefly describe your goals for the next 12 months:
Major challenges:
Other comments:
* Required
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Instructions

Business development in the 21st Century requires honesty and courage.  You need to be totally honest about how things are - and have the courage to change what needs to be changed. 

As you fill out this Business Profile, you can do so knowing that your responses will be read and studied by a team of people with over 25 years of experience helping people in the Financial Services industry achieve their goals and see their dreams for success come true.

Caution!  Please don't try to impress us with what you've accomplished.  People who are overly impressed with themselves often resist coaching. 

Our goal is to help you go from where you are to where you want to be.  This Business Profile plays a very important role in helping us determine how best to work with you.  Read each question carefully.  Be brutally honest - take courage - and begin.  You'll be glad you did!        

When you're finished, one of our coaches will call you for a free consultation to determine if there's a match between your needs and our services.  We look forward to speaking with you.


Business Profile