Business Assessment

The first step to determine if my coaching service is right for both of us is for you to complete this questionnaire. This exercise will help you clarify your coaching objectives. Once completed, we’ll setup a call to discuss next steps. Thanks!

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Background Questions

List 3 top goals you have for the firm for next 12 months.

You need to select an item to continue

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Vision and Strategy

Have a clear vision and strategy for where you want to take your firm over the next 5 years.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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People and Compensation

Every team member is performing at a minimum “8 out of 10” performance level, is doing the “right work,” and has an appropriate compensation plan in place.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Metrics and Monitoring

Have a series of metrics that you track and a reporting system in place to monitor and ensure your business operates profitably, efficiently and that service levels are being met.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Culture and Mission

Have an environment/culture/mission that would compel your existing and future team members to feel like working at your firm is a “calling” and not a job.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Client Experience

Have an effective and consistent client experience process across every touchpoint from a prospect’s first contact with your firm through their lifecycle as a client.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Technology Effectiveness

Effectively use technology in all facets of your business including trading, rebalancing, CRM, portfolio accounting, client account access, marketing, etc.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

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Brand Presence

Have an effective brand and online presence that portrays and positions your firm in the right light to your ideal target clientele.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

NEXT STEP

Lead Generation

Have a system that consistently generates quality leads and keeps your pipeline of potential clients full.

1-10
1= Not Important    10= Extremely Important


1-10
1= Got It Covered    5= Getting By    10= Need Help

You need to select an item to continue

NEXT STEP

Background Questions

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Revenue


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Final Question

Summary

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