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Let's Get The Maximum Value Out Of Your Time With Coach Joe Lukacs.
19
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1
Name
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First Name
Last Name
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2
Email
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3
Mobile Phone Number
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Just In Case We Need To Get a Hold of You
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4
How Many Days Per Week Are You Doing Your Magellan Power Hour/Morning Success Ritual
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5
What Element or Elements of Your Magellan Power Hour/Morning Success Ritual Do You Struggle With The Most?
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6
Please List Your Top Three Gains or Wins Since Your Last Strategy Session
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7
What is Frustrating You Right Now
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8
What Are You Putting Off or Procrastinating On?
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9
Your Three Energies
Physical: Are you eating right? Are you exercising? Are you getting enough rest? Mental: This is the ability to focus, think critically, problem-solve, and decision make. Emotional: Your ability to influence other people, stay engaged with people, and bring your best to all people's situations.
Physical Energy
Mental Energy
Emotional Energy
Low Energy
Ok Energy
High Energy
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Ok Energy
High Energy
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Physical Energy
Mental Energy
Emotional Energy
Low Energy
Ok Energy
High Energy
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Low Energy
Ok Energy
High Energy
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Low Energy
Ok Energy
High Energy
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10
How Do You Feel About Your Future? Gap or Gain?
Are you being future focused? Are you excited about your possibilities? Have you put your past behind you?
GAP/GAIN
I'm In The Gap
Neutral
I Am In The Gain
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GAP/GAIN
I'm In The Gap
Neutral
I Am In The Gain
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11
How Often Are You Review Your Vision Game Plan Summary?
Staying connected to your long term goals and mission is critical to your success.
Everyday
Some Days
Not At All
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12
How Often Are You Reviewing Your Period/Quarterly Game Plan?
Being connected to your short term goals and projects are critical to your success
Everyday
Some Days
Not At All
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13
How Many Quarters is Your Strategic Calendar Built Out?
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14
Do You Feel You Are On-Track On Your Goals This Year?
Business Goals
Personal Goals
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On Track
Crushing It
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On Track
Crushing It
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Business Goals
Personal Goals
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On Track
Crushing It
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On Track
Crushing It
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15
How Effective of a Leader Have You Been With Your Team?
Leaders set the standards. Leaders communicate the vision. Leaders are always coaching their teams to be the best.
Communication
Team Meetings
Standards
Coaching
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It's OK
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It's OK
Crushing it
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It's OK
Crushing it
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It's OK
Crushing it
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Communication
Team Meetings
Standards
Coaching
Help
It's OK
Crushing it
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Help
It's OK
Crushing it
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Help
It's OK
Crushing it
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It's OK
Crushing it
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16
Business Development Activities
Tell me about the following: the number of Intro/Convos and the Number of Names Sourced, the number of Clients Optimized, New Marketing and branding Activities, and new COI Activities.
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17
Your Business Growth Results
Tell Me About The Following: Number of New Clients. New AUM (if applicable).New Premium (if applicable).New Planning Clients/Projects.
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18
What do you want to discuss during our strategy session? What are your MUST outcomes?
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