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Total Practice Makeover Group Coaching Application

Submit this survey to apply for a 30-minute call to determine if TPM Group Coaching is right for you.

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Start

Question 1 of 14

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

Question 2 of 14

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

Question 3 of 14

Why are you interested in TPM Group Coaching with The Intentional Advisor?

ABOUT YOUR PRACTICE

Question 5 of 14

Where are you in your career?

A

Early

B

Mid

C

Late

Question 6 of 14

How is your practice structured?

A

Solo-practitioner

B

Solo-practitioner with Staff

C

Multi-advisor Team with Staff

Question 7 of 14

How do you operate?

A

Captive Broker-Dealer

B

Independent Broker-Dealer

C

RIA

D

Other

Question 8 of 14

What is your estimated gross revenue or GDC?

A

Less than $100K

B

$100K-$500K

C

$500K-$1M

D

$1M+

TPM GROUP COACHING

Question 10 of 14

Which TPM Group Coaching Package are you interested in? (If unsure, default starting point is DESIGN)

A

DESIGN

B

ATTRACT

C

IMPLEMENT

Question 11 of 14

Are you interested in being a Study Group Leader and earning 10% off for each advisor you recruit to your group? (Available for groups of 4 or more)

Question 12 of 14

Do you have other advisors interested in joining you in a study group? (If so, please include names)

Question 13 of 14

Would you like to include other advisors in our initial call? (If so, include an email for each advisor)

Question 14 of 14

Do you have any specific questions at this time?

Confirm and Submit