Financial Industry — In the Beginning Quiz

Published On: April 30th, 2016 - 0.7 min read - Categories: 4. Consultative Coaching - 0 Comments -
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There had to be a different way to start a practice management workshop for financial advisors, I thought to myself.

Then I picked up the book I was reading, a book that was recommended by Warren Buffet and Bill Gates — “Business Adventures: Twelve Classic Tales from the World of Wall Street”.

And right there was the answer.

Enjoying US history as I do, I decided to compile a list of questions I can pick and choose from and have my audience answer.

I thought that others might enjoy answering these questions, and created a quiz about the beginnings of the industry I grew up in, have enjoyed thoroughly, continue to participate in, and have enjoyed watching morph in the past 40+ years.

Here it is! How many questions can you answer without “googling”?

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Want to grow and scale your financial firm? Over the past 40 years, I have helped businesses of all sizes double their revenue (and more). But these weren’t your average business owners. They pursued goals they’d never admitted to anyone out loud (until they told me)! If you’re an advisor with big plans, my proven programs and systems will help you create your business so that you help loads of people, live your dreams, and work less in the process. During my career, I’ve helped a long list of companies make and save millions of dollars. Need a sounding board to clarify your plans? Ready for the little push and proven structure that will turbocharge your business and life? Contact me now!

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