Practice Assessment/Advisor Discovery Questionnaire

Client 4 Life Management System™

Contact Information














Practice Information







Enter total without decimals or commas

Enter previous year total without decimals or commas.




What percentage of your practice revenue is fee versus commission-based?






What's Important To You?






Team-Based Approach



Support Staff Information

































Advisor Staff 1 Staff 2
Advisor Staff 1
Advisor Staff 1 Staff 2 Staff 3


Campaign Pipeline Management


What percent of appointments do you hold with new prospects versus existing clients?








Trusted Advisor Program

















Practice Management






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