Practice Assessment
All submissions will be held in strict confidence.
Contact Information
First Name
Preferred Name
Last Name
Company Name
Job Title
Preferred Email
Preferred Phone
Extension
Phone Type
Please select...
Business
Cell
Home
Business Address
City
State
Zip Code
What is your local time zone?
Please select...
Alaska Time (America/Anchorage)
Argentina Time (America/Argentina/Buenos_Aires)
Atlantic Time (America/Halifax)
Atlantic Time (America/Puerto_Rico)
Atlantic Time (Atlantic/Bermuda)
Central Time (America/Chicago)
Central Time (America/El_Salvador)
Central Time (America/Mexico_City)
Colombia Time (America/Bogota)
Eastern Time (America/Indiana/Indianapolis)
Eastern Time (America/New_York)
Eastern Time (America/Panama)
Greenwich Mean Time (GMT)
Hawaii-Aleutian Time (America/Adak)
Hawaii-Aleutian Time (Pacific/Honolulu)
Mountain Time (America/Denver)
Mountain Time (America/Mazatlan)
Mountain Time (America/Phoenix)
Newfoundland Time (America/St_Johns)
Pacific Time (America/Los_Angeles)
Pacific Time (America/Tijuana)
Peru Time (America/Lima)
Venezuela Time (America/Caracas)
Practice Information
Years in Industry
Are you an Investment Adviser Representative with an RIA?
Yes
No
Are you securities licensed?
Yes
No
Who is your Broker Dealer?
Are you affiliated with any Independent Marketing Organizations (IMOs)?
Yes
No
Name(s) of IMO(s)
Assets Under Management
Enter total without decimals or commas
x
Gross Production
Enter previous year total without decimals or commas
x
How many Advisors work in your personal practice?
Do you share clients with another Advisor?
Yes
No
Name(s) of Advisor(s) with whom you share clients
Do you have an administrative assistant or other support staff who supports your practice?
Yes
No
What percentage of your practice revenue is fee versus commission-based?
Fee-based
Commission-based
Approximately how many current clients are in your book?
What percentage of your book has a current email address?
Is your client base segmented (e.g. A, B, C Clients)?
Yes
No
How do you utilize this client segmentation to manage your practice? (e.g., contact/meeting frequency, services provided)
What is your current Client Relationship Management (CRM) software?
Advisors Assistant
Gorilla (Bill Good)
Junxure
Microsoft Dynamics
Pareto
Redtail
Salesforce
SmartOffice
Other
I do not utilize a CRM
If "Other" please explain
How many appointments do you hold each week?
How many appointments would you like to hold each week?
How do you generate new prospects / leads?
What's Important To You?
What are your motivations for considering the Client 4 Life Management System
™
(select all that apply)?
More time to sell / more appointments
Deeper client relationships
Effective way to manage your practice
Better work / life balance
Increased revenue
What are the three biggest challenges in your practice today that need a solution?
What functions of the Client 4 Life Management System™ would you be interested in deploying in your practice?
Campaign Pipeline Management
(C4L sales/service campaigns)
Appointment Management
(Appointment Manager sets qualified appointments)
Client Checkup Calls
(Client stay-in-touch campaign process)
Practice Management Support
(Advisor Support Coordinator manages C4L / Weekly Sync Mtg)
Directive-Based Dashboards
(Real-time practice management information)
Advisor Updates
(Mobile Assistant "Talk It" process to capture meeting notes and assign tasks)
Trusted Advisor Messaging
(Monthly drip, birthday/etiquette messaging, content library)
What C4L client communications would you be interested in deploying in your practice?
Monthly Drip
Birthday
Wedding Anniversary
Etiquette Messaging (e.g. thank you, condolence, congrats)
None
Additional Information
How did you hear about us?
Please select...
Trade Publication
Existing User
C4LG Sales Team
Conference/Trade Show
LinkedIn
Google
Facebook
Email
Other
Name of Source
Name of Source & Location
If other please explain
Will you be out of the office for a substantial amount of time over the next 90 days?
Yes
No
Please describe
Contact Information