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Agent Mastery Coaching
The Ultra High Net-Worth Referral System
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The Three Stages
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High Net Worth Referral System Coaching Questionnaire
First name
Last name
Email
Phone
Birthday
Month
Day
Year
Address
Company name
Years In Real Estate
Total transaction sides last 12 months - approximately
Gross commission income last 12 months - approximately
What is your average sales price and commission rate?
Where do your transactions come from? (Referrals, internet, mail, seminars, etc.) And have those sources been reliable?
What do you want your business to look like in 1 year? 5 years? 10 years?
What are your biggest frustrations with your current business?
Have you been coached in the past? If so, by whom? And what was your experience like?
Do you currently do a business profit and loss statement at the end of each month?
Are you continually stressed out? And if so, what stresses you out the most? (Your business, family, health, finances, friends, etc.) Feel free to give as much detail as possible.
Do you have a team? If so, who is on your team and what do they do?
What do you want your team to look like in 1 year?
Tell me three things you want to do in your life! (Don't hold back!)
(This is personal and optional) Tell me about your family and support structure.
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