Surveys

For Financial Advisors

To help us tailor our advice to you, please complete the following survey

This will rate the effectiveness of your business in a few areas from a scale of 1 to 10.

1 being the least important and 10 being the most important.

Financial Advisors Survey

1. How effectively do you handle a client’s questions or objections?

2. Is the process by which you create a client’s financial plan instructive for the client?

3. How successful are you in handling a client’s expectations?

4. We do periodic follow ups and reviews with clients.

5. We schedule presentations throughout the year to bring clients up to speed on changes in the market, on the economy, and relevant legislation.

6. We outline with clients the cost / benefit of utilizing our services.

7. We explain the risks and benefits of our recommendations to clients.

8. We are effective in the marketing of our services.

9. We have established who our key clients are.

10. We have a process by which we present our services.

Name:

Email:

Phone:

As A Coach

To help us tailor our offering to you, please complete the following survey

This will outline the abilities you seek in a Coach from a scale of 1 to 10.

1 being the least important and 10 being the most important.

Coach Survey

1. To conduct a compatibility / chemistry check prior to engaging the coach?

2. The Coach’s ability to create rapport, to be curious, to be interested and to be engaging?

3. To outline a course of action during the agreed program period?

4. To put in place an action plan at the end of each session?

5. To keep the Coachee on course during the Coaching program?

6. To monitor the Coachee after the Coaching program?

7. How important is it for the Coachee to have breakthrough personal insights?

8. Is it important to establish a fixed schedule?

9. Is it better to have an open-ended Coaching program?

10. What Coaching approach would suit you? Face-to-face, online video call a combination of both.

Face to Face

Online Video Call

A Combination of Both

Name:

Email:

Phone:

As A Speaker

To help us tailor our offering to you, please complete the following survey

This will outline the qualities you seek when using a speaker at a conference, workshop, or event from a scale of 1 to 10. 1 being the least important and 10 being the most important.

Need a Speaker? Survey

1. How important is industry knowledge?

2. Does the speaker need to adapt and tailor their presentation to your requirements?

3. Do you prefer to select from a list of speaking topics?

4. How important is the use of videos in a presentation?

5. Do you like a presentation to be conducted with relevant slides?

6. Is it important for the speaker to directly engage your audience during the presentation?

7. Would you need materials to be provided by the speaker to the audience on the topic presented?

8. Would you allow the speaker to ask for a review of the presentation from the audience at the end of the presentation?

9. In seeking a review from the audience would you allow the presenter to request information on other topics of interest?

10. Please select how you would like your speaker’s presentation and topic to be:

Name:

Email:

Phone:

See the world as you want it to be and learn how to make it that way.

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FOR FINANCIAL ADVISORS
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+852 91547009
edward@creativecoachonline.com

Disclaimer: The material provided on this Website is for informational purposes only and in no way should be relied upon for any purpose other than as informational. Also, note that such material is not updated regularly and some of the information may not, therefore, be current. Please refer to the main Disclaimer page on this website for further information or contact Creative Coach Online limited for clarification, enquires or questions. Click to view our Privacy Policy.

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Email: heidi@ipsum-agency.com. Tel: 0208 3181728

This Website is Aimed at Financial Professionals

For Financial Advisors

To help us tailor our advice to you, please complete the following surveyThis will rate the effectiveness of your business in a few areas from a scale of 1 to 10. 1 being the least important and 10 being the most important.

Financial Advisors Survey

As A Coach

To help us tailor our offering to you, please complete the following surveyThis will outline the abilities you seek in a Coach from a scale of 1 to 10. 1 being the least important and 10 being the most important.

Coach Survey

As A Speaker

To help us tailor our offering to you, please complete the following surveyThis will outline the qualities you seek when using a speaker at a conference, workshop, or event from a scale of 1 to 10. 1 being the least important and 10 being the most important.

Need a Speaker? Survey

See the world as you want it to be and learn how to make it that way.

QUICK LINKS

HOMEABOUT YOUABOUT MEPROGRAMSARTICLESTESTIMONIALSDISCLAIMER

PROGRAMS

FOR FINANCIAL ADVISORSAS A COACHAS A SPEAKER

CONTACT

+852 91547009edward@creativecoachonline.com

Website design by Ipsum Agency Ltd. © 2021 Ipsum Agency Ltd. All rights reserved. Click to view our Privacy Policy.Registered Address: Ipsum Agency Ltd. Kemp House, 160 City Road, London. EC1V 2NX.Email: heidi@ipsum-agency.com. Tel: 0208 3181728

To help us tailor our advice to you, please complete the following survey

This will rate the effectiveness of your business in a few areas from a scale of 1 to 10.

1 being the least important and 10 being the most important.

To help us tailor our offering to you, please complete the following survey

This will outline the abilities you seek in a Coach from a scale of 1 to 10.

1 being the least important and 10 being the most important.

To help us tailor our offering to you, please complete the following survey

This will outline the qualities you seek when using a speaker at a conference, workshop, or event from a scale of 1 to 10. 1 being the least important and 10 being the most important.

HOME
ABOUT YOU
ABOUT ME
PROGRAMS
ARTICLES
TESTIMONIALS
DISCLAIMER

FOR FINANCIAL ADVISORS
AS A COACH
AS A SPEAKER

+852 91547009
edward@creativecoachonline.com

Website design by Ipsum Agency Ltd. © 2021 Ipsum Agency Ltd. All rights reserved. Click to view our Privacy Policy.
Registered Address: Ipsum Agency Ltd. Kemp House, 160 City Road, London. EC1V 2NX.
Email: heidi@ipsum-agency.com. Tel: 0208 3181728