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.
Packages
Option 1: 3 month package-1x a week is $1,595
Option 2: 6 month package-1x a week is $1,350 (each 3 mo)
For corporate packages and additional assessments please send inquiry to 2627 Hampton Road, St. Charles, MO or call: 314-703-5264 or email: thecoach@coach2thetop.net
If you would like to pay for a package online, you can pay for any of the packages listed above by paypal. Just click on Buy Now button.
Remember:
“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, who am I to be brilliant, gorgeous, talented, and fabulous? Actually, who are you not to be? You are a child of God. Your playing small does not serve the world. Thee is nothing enlightened about shrinking so that other people won’t feel insecure around you. We were born to make manifest the glory of God that is within us. It’s not in just some of us; it’s in everyone. And as we let our own light shine, we unconsciously give other people permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” Nelson Mandela 1994 Inaugural Speech
