PC Agent Needs Analysis Open Form Needs Analysis Name * First Name Last Name Today's Date MM DD YYYY License Date MM DD YYYY What did you do before getting into Real Estate? Check All That Apply Married Young Children at Home Dual Career Sole Bread Winner 18-24 years old 25-39 years old 40-60 years old 60+ years old Lived in the area less than 3 years What is your vision for your business? What is your net income goal each month? $ When you hit that income goal, how will things change for you and our your family? Is that important to you? On a scale from 1-10, how important? If you don’t reach your goal is that ok with you? If money were no object, what would you be doing right now? What is your personal motto or mission statement? If you only had 5 years to live, what would you change in your life? Describe to me your ultimate dream. What are your BIG someday goals? What is the legacy you want to be known for? What’s the ONE thing you want your life to be about more than anything else? What’s the thing that gets you up in the morning and keeps you going when you’re tired and worn down? What is your net worth goal? $ What is your retirement or long-term investing strategy? Does your current income satisfy your financial objectives? What are the 3 best action steps you can take toward your financial freedom starting today? What is your business goal for this year? What is important to you about achieving that goal and how will you feel if that doesn't happen? If we are sitting together one year from now, and you tell me the last 12 months were the best 12 months you've ever had in a career, what would have to happen for you to say that Thank you!
