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Customized One-on-One Business Coaching for Financial Advisors

TPC Scorecard

Book Your Complimentary Consultation

Please take 2 minutes to complete the short questionnaire below.

Read the sentence under the Not Ready column. Next read the sentence under the Ready column directly beside it. Now look at the score number from 1 to 5 in the middle. Click on the number from 1 to 5 that you think represents your current situation. The number 1 relates to Not Ready (I am comfortable with my current situation). The number 5 relates to Ready (I’m ready for coaching).

Once competed, your total will be calculated to determine your coaching readiness and one of our coaches will be in touch.

Not Ready   Ready
Q1. I see no reason to change anything I am currently doing in my business.

I believe I can take my business to a higher level but do not know how.
Q2. I do not want to spend any money on the business other than taking care of overhead.
I believe that I have to invest in my business if I want to see it develop and grow.
Q3. I think I know how to run my own business without someone else telling me how.
I believe that I could benefit from outside opinion and direction on how to develop my business.
Q4. I am proactive and feel in control.
I am reacting most of the time and would like to be more proactive.
Q5. I have no problem implementing plans and ideas in my business.
I have difficulty implementing plans and ideas on my own.
Q6. I regularly take time away from my business without worrying about what is happening while I am away.
I want my business to allow me the freedom in time and money to pursue other activities.
Q7. I am satisfied with the direction my business is going.
I want to see my business grow.
Q8. I see no reason to change.
I am willing to try new concepts to achieve my goals.
Q9. I do not have a picture of where I want to go and am content to go along day to day.
I have a picture of where I want to go, but need help to get there.

YOUR NEXT STEP: If your score is 30 and up you are ready for coaching. If you would like to be contacted by a coach please fill out below and a coach will contact you. Thank you for doing the TPC Scorecard and we look forward to talking to you.

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All information will be kept confidential.