Advisory Session - Questions
Name
*
First Name
Last Name
Email
example@example.com
How long have you been a broker for?
What attracted you to become a broker?
What is a goal you would like to accomplish in the next month that would make a real impact in your business.
Where do you source the majority of your opportunities? ie. Referral Partners, Existing Clients, Social Media, Network Events, Social Networks
What is your main point of difference that sets you apart from other competitors?
Who is your ideal client /s and why?
What is the main challenge points you are currently experiencing in your business?
What is one specific objective you could tackle this month that would create an immediate impact for you?
What would be 1 main accomplishment you would like to achieve over the next year that you would be most proud of as a broker?
What are you currently lodging per month on Average (Number of Deals / Lodgment $ Total - ie. 12 deals - $6.5 mill)
What are you currently settlement per month? (Number of deals / Settlement $ Total ie. 10 deals - $5.2 mill)
What is the main objective you want to achieve from the advisory session?
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