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Name
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Company
Which of the following best describes your firm?
-
- It's just me
- I have a team of up to 10 professionals
- I am a manager within a larger firm of up to 50 professionals
- I am a partner in a firm of over 50 professionals
What is your biggest obstacle to growth in your practice?
-
- Finding the right people to fill positions
- Identifying and/or implementing the right technology to use in our firm and/or with our clients
- Finding the right clients
- Efficiencies with team and/or clients
What is the most important outcome you need from working with Caldwell Consulting & Training?
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- An aligned team
- Efficiency
- A technically astute team
- Defined processes
What is your #1 goal for this year?
-
- Increased profitability
- Increased growth (quantity of clients)
- Hiring more team members
- Implementation of tools for greater efficiency
- Implementing advisory services
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