Baseline Performance Survey – Wholesaler

Name

Company

Address

Website

Please provide the following baseline metrics for your practice:

Annual Income

Annual Production

Production by Category

Life Insurance Sales

Annuity Sales

Investments

Recruiting/Acquisition

Other

Targeted Customer

Describe your ideal client

Value Statement

What value do you bring to your clients, what differentiates you in the marketplace?

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

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…