As you look at your performance and balance in these 8 areas, are you where you WANT TO BE? If NOT, the lower circled numbers are potential coaching focus areas.
Instructions: Rate yourself on how well you believe you are presently performing in each of the 8 categories.
Scale: 10 = operating at your potential down to 0 = not doing anything at present
1. Business Planning
Periodically and systematically planning for business growth.
2. Prospecting
Keeping your prospect pipeline full plus converting prospects to clients.
3. Client Service
Providing financial planning, the right mix of financial services, and proactive contact with clients.
4. Practice Management
Having the right support team in place, operating efficiently, meeting
compliance requirements, and providing the right type and amount of client support.
5. Client Retention
Earning client loyalty, and tapping into that loyalty for introductions
and referrals to new prospects.
6. Life Balance
Maintaining a satisfying balance between the professional and personal
dimensions of your life.
7. Knowledge & Skill
Continually gaining new professional knowledge and skills.
8. Technology
Keeping up with changes in telecommunications and other
needed to facilitate present and future business growth.
Contacts
Call us or send inquiry to 2627 Hampton Road, St. Charles, MO for an individual or corporate assessment.
For more information, call toll free: 314-703-5264
