1. I have a well-defined PERSONAL mission statement that has meaning and that I can easily recall from memory. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 2. I have a well-defined BUSINESS mission statement that has meaning and that I can easily recall from memory. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 3. I have an effective program that generates a steady stream of qualified leads. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 4. My office is technologically efficient which helps us reduce costs and improve client service. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 5. I take frequent personal time away from the business and have a wonderful quality of life. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 6. I have a very clear profile of my ideal client. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 7. I have a relentless burning desire to achieve my goals and am willing to work harder than 99% of my competitors in order to reach them. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 8. My work is effectively structured so I only spend time on things that I am interested in, enjoy doing, and that require my level of expertise. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 9. Achieving significant financial success is very important to me. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 10. I effectively categorize and profile my clients and treat them accordingly. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 11. I have an effective system to hire, train, and retain qualified staff. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 12. I frequently spend time thinking and strategizing about my business (working on the business as opposed to in the business). 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 13. I have an effective network of centers of influence who send me a steady stream of qualified referrals. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 14. My clients do business with me because they receive a unique experience that is far above what they can get anywhere else. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 15. My staff members are well trained, have goals and objectives, and have an effective compensation system. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 16. I am highly internally motivated and get great satisfaction from reaching my goals. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 17. By design, my existing clients send me a steady stream of high-quality referrals. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 18. I communicate with my top clients on a frequent and systematic basis during the year. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 19. My interpersonal skills are excellent and I am effective in gaining trust during the initial client interview process. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 20. I am very productive during the day because I am well organized and efficient. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 21. I am so excited about my work that I can't wait to get out of bed on Monday morning and get moving.   1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 22. Due to the wonderful experience clients have with my firm, they frequently refer new prospects to me. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 23. My office is well systematized so, when I am out, things still function quite well. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always 24. My ability to turn a prospect into a client is excellent. 1 2 3 4 5 6 7 8 9 10 Almost Never Sometimes Usually Almost Always First Name: Last Name: Title: Select Financial Advisor CPA Estate Planning Attorney E-mail address: Confirm E-mail address: Phone Number: ( ) - City: State: Select AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Other Preferred contact: Phone E-mail What led you to our website? Select Heard you speak Read Article Referral from Colleague Other Rolling 12-month Gross Revenue: Select $0-174,000 $175,000-299,000 $300,000-499,000 $500,000-749,000 $750,000-999,000 $1,000,000+   Back to the top

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