Boardroom Schedule Call
First Name *
Last Name *
Email Address *
Mobile Phone *
1. Briefly describe other programs you have been involved in over the past 5 years that were intended to help you improve your business' profitability via marketing systems, technology, adoption of new procedures, etc. *
2. Briefly describe any personal growth or coaching/mentoring programs you have tried and to what extent they gave you the results you wanted. *
3. What are your primary goals for your practice or your business over the next 3-5 years? *
4. What about personal goals related to non-business activities (e.g. health/fitness, travel, family life, leisure time, spirituality, volunteer work)? *
5. Describe your current retirement planning strategies. Are you investing in any alternative assets classes, such as real estate? If yes, please explain. *
6. What are your major concerns regarding your personal retirement or wealth-building plan? *
7. What concerns do you have about the direction your business and/or the coaching industry is heading? *
8. What else would you like me to know about your situation, goals, questions, concerns...? *
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