Questionnaire

1. Name

2. Phone

3. E-mail Address

3. Your Broker Dealer or affiliation

4. Dollar amount of assets you currently have under management?

5. Number of Clients? (Insurance and Financial Services)

6. Have you categorized your clients? (i.e. “A” clients generating a certain amount of fee income, commission, etc.)

yes
no

7. Number of Prospects? (in your database)

8. In your client base, what is the percentage that came to you as a result of a referral?

9. Number of Staff?

10. Does your staff operate efficiently and without much direction?

yes
no

11. Do you have a Niche Market?

yes
no

If so, what?

12. What does your current marketing consist of? Check all that apply

Seminars
Direct Mail to Prospects
Client Events
Other Client Marketing
Advertising
Community Involvement
Public Relations
Other Marketing

13. What do you want to gain from Red Zone Marketing Consulting/Coaching?

14. What changes do you see necessary in your business in order to achieve results.

15. What are some of your short-term goals for your business (1 year)?

16. What are your long-term goals for your business (5 years+)?

17. Please describe your objectives in detail.