Boardroom Invitation

First Name

Last Name

Company Name

Briefly describe other programs you have been involved in over the past 5 years that were intended to help you improve your business' profitability via marketing systems, technology, adoption of new procedures, etc.

Briefly describe any personal growth or coaching/mentoring programs you have tried and to what extent they gave you the results you wanted.

What are your primary goals for your practice or your business over the next 3-5 years?

What about personal goals related to non-business activities (e.g. health/fitness, travel, family life, leisure time, spirituality, volunteer work)?

Describe your current retirement planning strategies. Are you investing in any alternative assets classes, such as real estate? If yes, please explain.

What are your major concerns regarding your personal retirement or wealth-building plan?

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