Name
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First Name
Last Name
Please confirm how your name should appear on the certificate?
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Email
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Phone
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(###)
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Company Name
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City
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Type of Advisor (Check all that apply)
Tell us your primary goal
What is your secondary goal?
What can we do or provide to build trust with you in our time together?
I have learning and development goals, in addition to professional and financial targets.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I am comfortable with uncertainty and ambiguity in client conversations.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I am reliable and consistently dependable.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
My dominant thought pattern is there are winners and losers.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I communicate effectively and clearly with clients.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I prioritize long-term relationships over short-term gains.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I exhibit integrity in all my professional dealings.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I excel at problem-solving and finding solutions.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I naturally put the needs of my clients ahead of my own interests, even if it reduces my bottom line.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I follow up consistently and provide regular updates.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I show empathy and understanding towards my clients.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I am fully present and attuned to my clients’ needs.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I actively listen and paraphrase to understand what others are saying.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I consistently build trust through transparency and genuine care.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
On a consistent basis, i.e. weekly, I review, reflect, and evaluate my thinking, biases, actions, performance, and the quality of my interactions to intentionally learn and grow.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
I am responsible for my actions, decisions, and the impact I make.
1 - Rarely
2 - Occasionally
3 - Frequently
4 - Consistently
Acknowledge Trademarks
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