Coaching Assessment

Not sure if coaching will help you? Answer 10 simple questions to get started. Once finished we will email your results.

Name(Required)

First Last

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Email(Required)

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Phone

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I make prospecting calls on a regularly scheduled basis.

Mostly

Sometimes

Rarely

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On my team, I have the right people on the bus, and in the right seats.

Mostly

Sometimes

Rarely

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I believe my team will be stronger, better and faster five years from now.

Mostly

Sometimes

Rarely

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I have a clear picture of the income I expect to collect over the next 6 months.

Mostly

Sometimes

Rarely

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When it comes time to close, I get the job done.

Mostly

Sometimes

Rarely

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What proportion of your income flows from repeat business?

Less Than 25%

25% - 50%

More Than 50%

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I conduct my business according to a strategic plan.

Mostly

Sometimes

Rarely

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More than 25 clients think of me first when they have need for an advisor.

Mostly

Sometimes

Rarely

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I am regularly exposed to the way top producers conduct their business.

Mostly

Sometimes

Rarely

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I have improved my marketing materials over the past year.

Mostly

Sometimes

Rarely

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Score

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0/14 Completed!