Business Transition Survey for Insurance and Financial Advisors

Your responses will help guide the direction of the workshop. Complete all questions and click Submit.

Name *
My business is best described as: *
How many owners are there? *
What is the average age of your Producers *
What is the age of your Office Manager or COO? *
How many famiy members in addition to yourself work in the business? *
Who will run the business next? *
Who will own the business? *
Is there Vision Statement for the business? *
Is there a Values Statement for the business? *
Do these guide behavior and decision making on a daily basis? *
Do you use a Strategic Planning Process every year? *
Is there a Leadership or Management development process being done? *