TAKE THE QUIZ!
Name
*
First Name
Last Name
Company Name
*
Email
*
example@example.com
1. What is your annual gross revenue?
*
$0 - $200,000
$200,000 - $1,000,000
$1,000,000 +
2. How many years have you been in business?
*
0 - 3 years
4 - 9 years
10 + years
3. How many members are part of your team?
*
Just me
2 - 5 team members
6 - 10 team members
10 + team members
4. Are you a:
*
Financial Advisor
Small Business Owner
5. Of these goals, which THREE are most important to you over the next 3 years?
*
Growing revenue
Building a bigger firm or enterprise
Being efficient in all areas of the business
Enjoying more time off
Delivering a more consistent experience to the client
Feeling good with less stress and greater satisfaction
Changing or upgrading my clientele
6. Running my business, most days I feel like I'm:
*
Stressed and overwhelmed
Happily rolling along
In high-performance mode, energized and focused forward
Like I have total clarity and control over my business and life
On a wild swing from euphoria to exasperation and back again
7. I am 100% confident in the clients I serve, the value I deliver, and the fees I charge.
*
Yes
No
8. I can drive a steady pipeline of ideal clients to my business.
*
Yes
No
9. When it comes to coaching:
*
I prefer to learn on my own and work at my own pace, point me in the right direction
I’m ready but on a budget. Give me a topic or two to tackle for now
I’m ready to win back my time and life; I'm all in for coaching and collaboration
Submit
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