Elite Advisor Stats Tracking

FINAL STEP • COMPLETE YOUR ACCOUNT SETUP

Complete the form below to indicate what you have accomplished in your business over the last three years, and the people and positions you may have on your staff.

Please be as accurate as possible. We will revisit these details this time next year and explore the changes and growth in your business.

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Name*

Revenue (Gross Firm Revenue or GDC)

Review your business revenue from the last three years and put the final number here. This is the gross firm revenue your business generated.
2023
2024
2025

 

Financial Planning

Review your business revenue from the last three years and put the planning numbers here.
2025 Financial Plans

 

Staff (Current Team Count & Roles / Description)

Look at your current business team. Who else do you have on production and payroll? If it's just you, put yourself as a role and description. If you have an assistant (or more) put the roles and actions each person does.

What is your biggest business challenge today?

Currently, what is your biggest business challenge? Or looking ahead, what is the biggest challenge you want to conquer next?

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