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Total Practice Makeover Coaching Application

Submit this survey to apply for a 30-minute coaching session to determine if one-on-one coaching is right for you.

Let's get started!

Start

Question 1 of 15

What major goals do you have for your practice in the next 12 months?

Question 2 of 15

What obstacles do you feel you are facing in accomplishing those goals?

Question 3 of 15

Why are you interested in coaching with The Intentional Advisor?

ABOUT YOU

 

Question 5 of 15

Why are you a financial advisor?

Question 6 of 15

Who do you have the unique ability and desire to serve?

Question 7 of 15

What impact do you hope to make in the world?

ABOUT YOUR PRACTICE

Question 9 of 15

Where are you in your career?

A

Early

B

Mid

C

Late

Question 10 of 15

How is your practice structured?

A

Solo-practitioner

B

Solo-practitioner with Staff

C

Multi-advisor Team with Staff

Question 11 of 15

How do you operate?

A

Captive Broker-Dealer

B

Independent Broker-Dealer

C

RIA

D

Other

Question 12 of 15

What is your estimated gross revenue or GDC?

A

Less than $100K

B

$100K-$500K

C

$500K-$1M

D

$1M+

OUR COACHING SESSION

Question 14 of 15

Do you have any specific questions or challenges you would like to discuss during our call?

Question 15 of 15

Which coaching package are you most interested in?

A

DISCOVER Package ($6,000)

B

ENGAGE Package ($11,000)

C

PARTNER Package ($22,000)

Confirm and Submit