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Home » For Sales Managers & Meeting Planners » Form for Manager Objectives

Form for Manager Objectives

Manage Your Objectives

Your name: Email Address: Telephone number:

Current position: # of years in current position: # of years in current profession:

Best time to reach you: Mornings Afternoons Evenings Weekends Anytime

Describe the group of advisors who you want to see get stronger

How many advisors? 1-4 5-9 10-19 20-29 30 + Experience level? Beginner intermediate Mostly 5-10 year veterans All different levels Major challenges, roadblocks, and concerns regarding referral performance? How well or how poorly do they do now? If you have multiple groups with different needs, describe each group.

Describe the areas you want them to strengthen

Examples: ask for referrals more consistently, integrate referral marketing into all aspects of their selling and service processes, overcome reluctance to ask, get better quality referrals, get the client to play an active role in the introduction, etc.

Feel free to add other areas beyond referrals where you want them to get stronger

Payoff from Reaching Objectives

Over the next two years, what’s the potential payoff from strengthening the business skills of your advisors? How might it impact branch/company profitability, advisor retention, branch productivity, and personal income? What is your initial guess? Roughly estimate the impact for you – financially, market position, stress level, fulfillment etc.

Please click upon the submit button below to complete the managing your objectives form. Alternatively, you may send the form to us via fax (440) 543-6647.
A coach will follow-up to schedule your free consultation

Your information is kept strictly confidential.

Client Results . . .

"While last year was a tough year for most advisors, for me it was a record year and so much more. While others advisors were playing defense, I doubled my assets. With the strategies and processes you help me put in place, I was able to re-structure my business to protect my clients and rapidly bring on new HNW clients. With your help, I was able to hit all my targets and bonuses. And I was able to reward myself with my ultimate dream come true. A new Shelby Cobra replica with a 500 hp - 428 Cobra jet engine. I feel like a 6 year old on Christmas morning! Thanks for helping make this happen.

P.S. Next I want you to guide me on how to structure my business so I can take off twice as much time. But remember, I also plan to grow my production by another 50%."

Chuck G., Wells Fargo Advisors

"Your program is the best "How To" on referrals that I've seen in my 22 years in this business."

Jim K, Branch Manager, Smith Barney

"I shake my head in amazement when I look back on my progress. When I started, I was lucky to get 1 referral per month. This past month I generated 40."

Paul A, Wells Fargo Advisors