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PROADVISORCOACH
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Core Discipline
Ideal Client
Target Market
Unique Value Offer
'Referral' Process
Marketing and Sales Process
Technology
Personal Growth and Development
Strategic Execution
Progress Measuring Process
Value Creation
Recruiting Process
Performance Coaching
Direct Report Development
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A. How well-defined is your Ideal Client?
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B. Are you seeing enough prospective clients who would fall into this Ideal Client?
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How effective are you at focusing on your target market(s)?
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How effective and compelling are your products, services and 'value add offerings'?
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How effective is your referral process at consistently producing quality leads? [Referral sources can include any or all of past clients, current clients, your business and community network of contacts, competitors, service providers, other professionals, etc.]
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Rate your marketing and sales process. How effective are you and your process at creating value and building trust for clients and potential clients?
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How effective is your / your firm's / your company's client management system at building and maintaining your client relationships and adding value for your clients?
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Are you being intentional about scheduling time on a consistent basis to increase your Skills & Knowledge and maintain at least the minimum annual professional development hours required to maintain your professional designation(s)?
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How effectively do you and your people execute strategic priorities?
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How well do you and your people use lead and lag indicators to make timely business decisions?
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How effective are you at providing value for your direct reports, if applicable?
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Rate your recruiting process for new professional and administrative staff, if this is part of your role in your firm/company. How effective are you at generating strong referrals and a consistent flow of quality candidates?
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How effective are you at identifying, acting on, and coaching the members of your team (professional and administrative as applicable), including coaching on performance improvements and breakdowns on your team??
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Do you have unique development plans for each Direct Report, if applicable?
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A. How frequently and how well do you communicate your/ your firm's, your company's strategic and operational directions to your staff, if applicable?
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B. How well do you use communication to build and improve your team?
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