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.)

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?


11. Do you have a Niche Market?

If so, what?
12. What does your current marketing consist of? Check all that apply


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.