Financial services coaching, personal consulting, sales marketing plans and sales management solutions.personal coaching, practice management, consulting services

As you look at your practice with an eye towards improvement here are some questions you may wish to ask yourself. Of course some of them will not be satisfied by a simple yes or no answer. The questions are really designed to help you decide if personal coaching and or practice management consulting is what you need.

Once you have completed the Self Evaluator™ send it along to me so that I can review it and call you to discuss how we may work together. Good luck and thanks for taking Tuttle Financial Advisor’s, “Self Evaluator™”

1.
I have been in practice for years: Please state number of years
2.
My client base numbers approximately:
100 - 200
200 - 300
300 plus
3.
I regard , please fill in number, as "top tier" clients
4.
I effectively use a client management/contact management system, "CMS"
Yes
No
5.
I use as a "CMS". Please name or skip to #6 if none used
6.
My office uses technology effectively to improve service and decrease expenses.
Yes
No
7.
I can clearly and concisely articulate a vision of how I want my business to operate.
Yes
No
8.
I have a written “Mission Statement” that has been communicated to my employees and clients and guides my daily operations.
Yes
No
9.
I have a written description of my “Ideal Client”
Yes
No
10.
My primary source of new clients is:
Referrals Seminars Direct Marketing
Other:
11.
I have a system(s) in place to generate leads on a regular basis.
Yes
No
12.

I use a standardized system to process new prospects into clients.
If Yes, what type?
(ex. "LEAP" or "Financial Profiles")
Yes
No
13.
I know my own areas of competency and limit my activities to those areas.
Yes
No
14.
My staff is well trained, have specific objectives and goals and are compensated accordingly.
Yes
No
15.
I have an effective plan for communicating with all of my clients on a systematic and regular basis.
Yes
No
16.
My gross revenues have risen consistently over the past three years
Yes
No
17.
My net revenues have risen consistently over the past three years
Yes
No
18.
I know with certainty my hourly earnings when meeting with clients
Yes
No
19.
My personal liability risks have been reviewed and are properly managed.
Yes
No
20.
I am satisfied with the amount of time I am able to take off for personal and family time.
Yes
No
First Name:
Last Name:
E-Mail Address:
Phone Number:
Street Address:
City:
State:
Zip Code:
Would you prefer to be contacted by:
Phone
Email

Tuttle Financial Advisors, Inc.
"From Vendor To Advisor"™
Box 5810
Annapolis, Maryland 21403
Phone: 410.703.5769