FA Business Growth Call Questionnaire

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Please complete this form as much as possible, so that I can provide as much value as possible during our Business Growth Call.

Name *

Your best email address *

Website *

(If you don't have one write "n/a" or give me any social media page)

Best Phone Number *

What are your biggest challenges in your Financial Planning practice right now? *

What are you hoping to gain from this call? *

What is your current average monthly income? (what get's PAID to you, not gross revenue) *

What would you like your monthly income to be? *

Describe briefly what you would most like your business to be like in the next 12 months and what has held you back up until now? (please be as candid as you can so I can help you) *

Briefly describe your revenue sources and the approximate percentages. (ex. AUM 50%, VAs 10%, LI 20%, Other commissionable products 20%) *

What is your biggest distraction taking you away from creating the type of Financial Planning practice you would truly love? *

Why is it a MUST that you add additional income to your business NOW? *

Please select the following that best describes you now.

I am committed to my success and am seeking a solution and have immediate financial resources to invest in growing my business

I have access to financial resources and will invest if I believe the value is greater than my investment

I don't have the money, but I will find a way if I believe the value will exceed my investment

I don’t have any financial resources and just want help getting started

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