Practice Assessment Questionnaire

| Resume a previously saved form
Resume Later

In order to be able to resume this form later, please enter your email and choose a password.

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

Sales Pipeline Management

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

Trusted Advisor Program

Practice Management

More About You