CPA/Financial Services Personality Research . . .
This is the SHORT SURVEY.  We need and value your feedback.

The goal of the research is to discover the secrets of personalities in the "more analytic" professions and then write a book to help these types of professionals to best understand themselves and in 15 seconds to know how to identify their clients and know how to better connect with them.

Those who participate in the survey will receive on-going results and updates.  Together we can all be better, stronger, and more profitable CPA's and other professionals.

Scott Allred, CPA
President
Business Accounting Services and Systems, Inc.
scotta@eaccounting.onmicrosoft.com
406.721.8770

Life Masteries Institute
"The Science of Success"
www.TheVisionProject.net

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1a. How would you rate yourself as being self aware?
Do you believe you know your strengths, weaknesses, how you come across to people, what people really do think of you?
Very Weak
Very Strong
Clear selection
2a. Which of the four shapes do you like 1st, 2nd, 3rd, and then 4th.
Choose the shape you like most as #1, then second as #2, third as #3, and 4th as last.  Do certain personality traits help entrepreneurs to be more/less successful?
1
2
3
4
Cube
Pyramid
Wavy Line
Ball
Clear selection
2b.Which of the following four things would cause you the most frustration 1st (most), 2nd, 3rd, and then 4th (least)
Choose most frustrating as #1, then second as #2, third as #3, and 4th as last.
1
2
3
4
Not being doing properly and in order
Out of control
Boring or Not fun
Conflict with others
Clear selection
3. What is the biggest challenge you have with people?
4. If someone/any could help you in any area, personally  or professionally what would you love help on as it relates to people?
5. Type of Professional
6. Type of services you might be interested in provide if the right things were in place.
Please check all that apply.  Do not be concerned about people resources at this time in your answers.
7. Have you ever had one on one professional business coaching?
Was your experience a positive one, what did you like, what would you have liked to be better?
To provide you feedback on the above please provide us with your contact information.
Name *
email you would like us to send results to *
A certified personality, business/life consultant will review over your information and provide feedback, suggestions, and tips based on your personality to assist you with your biggest challenges and/or what you would love help on.
Your phone number *
To best assist you, there may be additional questions/information which would provide you the best feedback.  Please share best number to call you if additional information is needed.
Name of individual who passed these questions along to you.
Would you like a complimentary 30 minute interview/strategy session?
Based on your responses to the questions, a certified personal/professional consultant could give you some suggestions, tips, ideas, and action items to assist you based on your personality, biggest challenges, and what you would love help on.
Clear selection
Submit
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