Confidential Questionnaire

I’m starting to see the answers come in from a Confidential Questionnaire that we sent out in advance of a Private Client Workshop that I am doing.

The Confidential Questionnaire includes mandatory and optional questions and the Confidential Questionnaire is at the bottom of this blog.

Many of the Questionnaires have come through with all of the questions completed and I am inspired by the enthusiasm and energy that went into the completion of the questions. You can really tell that these people are committed to the workshop.

“Effort only fully releases its reward after a person refuses to quit.” – Napoleon Hill

“Great effort springs naturally from great attitude.” – Pat Riley

“In all human affairs there are efforts and there are results, and the strength of the effort is the measure of the result” – James Allen

“Success is dependent on effort.” – Sophocles

“Winning is not everything, but the effort to win is.” – Zig Ziglar

The Leading Advisor Boot Camp – Clear Your Roadblocks To Success 8 Week Program

Confidential Questionnaire

The mandatory questions are in bold and underlined. 

Name

Phone Cell

Phone Home

E-Mail

Date of Birth

What did you do for a living before you joined __________________?

Tell me about a time when you were challenged and about how you did whatever it took to succeed.

What are your three biggest business challenges?

What is your number one biggest business challenge?

If you were able to create a solution to this challenge, what difference would it make?

What results do you want from The Leading Advisor Boot Camp – Clear Your Roadblocks To Success 8 Week Program?

When you look back over your professional life, what was the moment that really brings a smile to your face?

What made you want to become a financial advisor? / Why do you want to be a financial advisor?

What do you like about being a financial advisor?

Describe your perfect client.

Describe your perfect working day/week.

Tell me about your production figures for the last 12 months.

Tell me about your marketing plan.

Where do you see yourself in the next three to five years? / Where will you be going? / What will your business look like?

What is not so great about being a financial advisor?

Is there anything else that you would like to share?

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