Apply to Become a WISE Guide

1. How confident are you proposing consulting engagements to a business owner with consulting fees that are $25K-100K?

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   Not confidentVery confident

1. How confident are you in having meaningful conversations with business owners beyond investments and financial services, and discussing their total net worth and goals?

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   Not confidentVery confident

1. How engaged are you with peers or mentors that are working with high-value business owner engagements?

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   Not confidentVery confident

1. Do you follow a structured process that guides your business owner engagements and delivers consistent results?

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   Not confidentVery confident

1. Do you have the content and language that relates to business owners, solves their biggest problems, and delivers new signed engagements?

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   Not confidentVery confident

1. Can you clearly differentiate your value proposition for business owners, winning new business over competitors?

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   Not confidentVery confident

1. How well do you understand the mindset of the entrepreneur?

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   Not confidentVery confident

1. Are you able to consistently secure new client engagements ($10M-100M net worth) and increase your recurring revenue?

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   Not confidentVery confident

1. Are you able to create a sense of urgency for business owners to take action on comprehensive planning?

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   Not confidentVery confident

1. Do you have a consistent method of generating new high-valuebusiness owner leads?

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   Not confidentVery confident

1. Are you charging appropriately for all the services you provide to business owners?

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   Not confidentVery confident

1. Are you working the amount of hours/week and weeks/year that is in alignment with your desires?

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   Not confidentVery confident

1. Do you have a passion for working with business owners?

   YesNo

1. Have you read "The Business Owner’s Dilemma™"?

   YesNo

1. Which of the following best describes your current profession: (Select all that apply)

   Financial AdvisorBusiness consultantAttorneyCPAM & A AdvisorOther

1. What are your current designations? (Select all that apply)

   CFPCEPACPAOther

1. Do you take a "planning first" approach to wealth management?·

   YesNo

1. Do you operate as an Independent Registered Investment Advisor OR as an Investment Advisor Representative under an Independent Registered Investment Advisor?·

   YesNo

1. Are you affiliated with any bank, brokerage firm, or insurance company?

   YesNo

1. Are you able to charge consulting fees for planning services separate from Assets Under Management fees?·

   YesNo

1. Are you a full fiduciary with all services that you provide?·

   YesNo

1. Have you participated in any of the following entrepreneurial coaching programs?

   Strategic CoachEOSVistageYPOOther

1. What percentage of your current clients are business owners?

   0-24%25-49%50-74%75-100%

1. How many advisory professionals work in your practice?

1. How many total employees in your practice?

1. What interests you in the Wealth Integration System for Entrepreneurs™?

1. Which of the following best describes you?

   I currently advise business owner clients who can benefit from WISE.I am interested in using WISE to better reach business owners.I am interested in having a speech or presentation to my prospects/client group.Other

1. Why would you be a good fit as a WISE Guide and what are the greatest strengths you bring to a collaborative group of advisors that work with entrepreneurs?

1. How did you hear about us?

   Select one…ReferralSocial MediaWorkshopPodcastWeb SearchOther

1. Can you tell us more? (ie: Which podcast, Who referred you, or How you found us?)

How Do We Reach You?