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Please Complete Your Strategy Session Agenda Builder

Please Complete Your Strategy Session Agenda Builder

Let's Get The Maximum Value Out Of Your Time With Coach Joe Lukacs.
19Questions
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  • 3
    Just In Case We Need To Get a Hold of You
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  • 9
    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.  
    Low Energy
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    Low Energy
    Ok Energy
    High Energy
    Low Energy
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    Physical Energy
    Mental Energy
    Emotional Energy
    Low Energy
    Ok Energy
    High Energy
    Low Energy
    Ok Energy
    High Energy
    Low Energy
    Ok Energy
    High Energy
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  • 10
    Are you being future focused? Are you excited about your possibilities? Have you put your past behind you?
    I'm In The Gap
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    I Am In The Gain
    GAP/GAIN
    I'm In The Gap
    Neutral
    I Am In The Gain
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  • 11
    Staying connected to your long term goals and mission is critical to your success. 
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  • 12
    Being connected to your short term goals and projects are critical to your success
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  • 13
    Please Select
    • Please Select
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  • 14
    Help
    On Track
    Crushing It
    Help
    On Track
    Crushing It
    Business Goals
    Personal Goals
    Help
    On Track
    Crushing It
    Help
    On Track
    Crushing It
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  • 15
    Leaders set the standards. Leaders communicate the vision. Leaders are always coaching their teams to be the best. 
    Help
    It's OK
    Crushing it
    Help
    It's OK
    Crushing it
    Help
    It's OK
    Crushing it
    Help
    It's OK
    Crushing it
    Communication
    Team Meetings
    Standards
    Coaching
    Help
    It's OK
    Crushing it
    Help
    It's OK
    Crushing it
    Help
    It's OK
    Crushing it
    Help
    It's OK
    Crushing it
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  • 16
    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
    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
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  • 19
    Do You Want To Send Coach Joe Something To Review or Discuss During Your Strategy Session?
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