What’s This Issue Costing Me?

Please complete all fields below. Everything you send me will be treated confidentially.

I will use this information to prepare a short report that I’m sure you’ll find helpful.

Specifically:

The upside opportunity in your current business
The cost of maintaining the status quo

Once you have some meaningful numbers for both, I’m hoping you’ll feel in a stronger position to evaluate your best next steps.

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Revenue per adviser

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Revenue per staff

Your Full Name*

Your Email*

Company name*

Total Revenue*

Annual revenue anticipated in this current financial period

How many client-facing advisers are in your business?*

Full-time equivalent, including you

How many non-client-facing staff are there in your business?*

Full-time equivalent. And if you have outsourced suppliers, estimate their full-time equivalent value to you

How many hours per week do you work on average?*

Be sure to count checking emails at night or on weekends in this estimate

How in control of your business do you feel on a scale of 1 – 10?*

Please enter a number from 1 to 10.

10 is totally in control

Where is the constraint in your business right now?

Lead Flow

There are not enough leads coming into the business.
Sales

You don’t convert a high enough percentage of leads that do come in – (60%+ is the goal)
Capacity

You don’t have the capacity to process the workload that comes from new or existing clients. (If you were to receive 2 new clients per month you or your team would feel sick)

If you had to choose one of these areas as your primary constraint, which would it be? (choose one)*

Lead Flow

Sales

Capacity

Let’s double-check, just to make sure you’re happy with your selection.

If you chose Lead Flow:

You are certain that you and any other advisers within your business are closing more than 60% of all new leads that you see for a first meeting.

If you’re only closing 20% – 30% of new leads this is probably the leak in your bucket and you should be selecting Sales as your major issue, not Lead Flow

You are certain you and your team can handle the extra workload that will come with extra lead flow. If you generate an extra couple of leads per month that’s not going to lead to a processing crisis.

If you’re happy with all of that click Next.

Let’s double-check, just to make sure you’re happy with your selection.

If you chose Sales:

You are happy that you have enough leads coming in and that you need to be closing more of them. If you and any other advisers in your business could get your closing rates above 60% for new leads, that would make a significant impact on your annual revenue.
You are pretty sure that you and your team can handle the extra workload that will come with closing these extra sales.

If you’re happy with all of that click Next.

Let’s double-check, just to make sure you’re happy with your selection.

If you chose Capacity:

It’s because you and your team are already stretched. There’s no point generating extra leads right now or closing more sales because you couldn’t handle the workload. Simple as that.

If you’re happy with all of that click Next.

What’s This Issue Costing Me?

Where is the constraint in your business right now?

Lead Flow

Sales

Capacity

Let’s double-check, just to make sure you’re happy with your selection.

Let’s double-check, just to make sure you’re happy with your selection.

Let’s double-check, just to make sure you’re happy with your selection.

LEAD FLOW SYMPTOMS

LEAD FLOW SYMPTOMS

SALES SYMPTOMS

SALES SYMPTOMS

CAPACITY SYMPTOMS

CAPACITY SYMPTOMS

Your specific issues

What are these issues costing you?

Extra Leads

Extra Leads

INPUTS

RESULTS

Extra Costs

Extra costs

INPUTS

RESULTS

Pricing power

Pricing Power

INPUTS

RESULTS

Business Valuation

Business Valuation