Your Business Profile - Part 2

Achieve More, Live Better with Know No Bounds

Thank you for submitting the first step of your Business Profile.

This is the second step of our information gathering process. At this point, we move from a data exercise to the point where you share thoughts and dreams for your business.

While most of our clients prefer to do this exercise online, feel free to use the attached MS Word Document instead.

Business Profile Worksheet Part 2

Describe your business model

WHAT you do and don’t do for your clients. You should include any specialty or focus, area of expertise, investment platforms/vehicles.

Describe your ideal client

WHO you best serve. You should include market niche, demographics, life stage, industry, assets, revenues, number of accounts per household, etc.

How often does your team meet as a group?

Please share any thoughts on the frequency and effectiveness of these meetings.

Explain the frequency, structure and effectiveness of OFF-SITE events that include most or all team members

What makes your firm unique and what are the reasons you are successful?

What about your firm frustrates you?

What do you hope to accomplish through this initiative?

What about your firm would you like to see as changed 3 years from now?

What else should we know about you and your firm?