Baseline Performance Survey – Sales Leader

Name

Company

Address

Website

Please provide the following baseline metrics for your practice:

Annual Income

Sales Unit Metrics

Number of Full-Time Advisors/Agents

Annual Unit Production

Production by Category

Life Insurance Sales

Annuity Sales

Total Assets Under Mgt

Other

Production Goals (annual)

Recruiting Goals (annual

Net Advisor/Agent Goal (year end)

Staffing

List your staff (total staff, sales staff, services staff, full time, part time, etc.)

What are your top personal (non-business) goals

What are your top 2 to 3 strengths and as an agency

What are your greatest challenges

What are you hoping to accomplish with your 12 Week Year Coaching

Additional Thoughts

Any additional information that you think would be helpful for us to know…