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Welcome to The Warrior Wealth Agency Conversation

Take your time answering the questions below.

Michael will personally review your application and have his assistant Lacey email you a link to schedule with him.

Step 1 of 6

16%

Name*
First Last
Date of Birth*
MM slash DD slash YYYY
Spouses Name
First Last
Spouse Date of Birth
MM slash DD slash YYYY
Cell Phone Number*
Email*
Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Do You Have Children?*
- Yes
- No
Number of Children
Ages Of Children

Business Owner*
- Yes
- No
How Many Full Time Employees/ Team Members Work for You Right Now?
GROSS BUSINESS REVENUE (Past 12 months)*
TAKE HOME INCOME (Past 12 months)*
If you lost your primary source of income today and continued to maintain your current lifestyle how long could you live on Savings and Liquidated Assets?*
Outline your business as it is today?
Describe How You Get Paid?
What do you Sell?
How Do You Sell It?
What Do You Sell It For? (Amount)
How many do you sell annually?

Do You Have A Solid Marketing Strategy?
- Yes
- No
Which Of The Following Would Describe Your Feelings About Your Current Sales Systems?
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have A Solid Fulfillment Strategy?
- Yes
- No
Which Of The Following Would Describe Your Feelings About Your Current Fulfillment Systems?
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have A Solid Accounting & Tax Strategy?
- Yes
- No
Which Of The Following Would Describe Your Feelings About Your Current Accounting & Tax Systems?
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have A Solid People Management Strategy?
- Yes
- No
Which Of The Following Would Describe Your Feelings About Your Current People Management Systems?
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have A Solid Strategy To Manage You Business Daily by the Numbers?
- Yes
- No
Which Of The Following Would Describe Your Feelings About Your Current Ability To Manage Your Business By The Numbers and Not Just HOPE?
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have An Accountant?
- Yes
- No
Which Of The Following Would Describe Your Current Feelings About Your Accountant?
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have A Legal Team?
- Yes
- No
Which Of The Following Would Describe Your Current Feelings About Your Legal Team?
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have A Private Banker?
- Yes
- No
Which Of The Following Would Describe Your Current Feelings About Your Private Banker?
- Not Working
- Barely Working
- Working Well
- Elite

Do You Have An Insurance Agent?
- Yes
- No
Which Of The Following Would Describe Your Current Feelings About Your Insurance Agent
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have Personal Liability Policy?
- Yes
- No
What Is The Coverage Amount?
Do You Have Life Insurance?
- No
- Yes - Term
- Yes - Permanent
What Is The Coverage Amount?
What Current Licenses Do You Have?
What Professional Designations Do You Have?
How Many Years Have You Been in the Financial Services Business?
Have You Taken The Production Assessment?
- Yes
- No
If So, What Was Your Number?
Have You Taken The Protection Assessment?
- Yes
- No
If So, What Was Your Number?
Have you taken he Perspective Assessment?
- Yes
- No
If So, What Was Your Number?
Have You Taken The Power Assessment?
- Yes
- No
If So, What Was Your Number?

Do You Have An Estate Plan?
- Yes
- No
Which Of The Following Would Describe Your Current Feelings About Your Estate Plan?
- Not Working
- Barely Working
- Working Well
- Elite
Do You Have An Family Trust?
- Yes
- No
Which Of The Following Would Describe Your Current Feelings About Your Family Trust?
- Not Working
- Barely Working
- Working Well
- Elite
What is Working With Your Current Business Model?
What is NOT Working With Your Current Business Model & WHY?
What is the #1 Obstacle In Your Mind To MAKING MORE MONEY right now?
What is the #1 Obstacle In Your Mind To KEEPING MORE MONEY right now?
What is the #1 Obstacle In Your Mind To GROWING YOUR WEALTH right now?
What Are You Hoping Will Come out of your meeting with Michael?

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