G2 Growth AcademyApplication Applicant Overview Name (First, Last) Email Job Title Other Job Titles (internal or with clients) Designations (check all that apply) CFPCFACPA Firm Name Firm Website Biography on Firm Site LinkedIn Page Work Experience Years of Advisory Industry Experience How long have you been with your current firm? Years of Work Experience Additional Work Experience (industries) Role in Your Firm & Compensation Are you an owner in your firm? YesNo If yes, what percentage of your firm do you own? Do you own or expect to own synthetic equity? YesNo Are you primarily (more than half) compensated through a salary or a payout (percentage of revenue generated) or a combination (about equal proportions)? SalaryPayoutBoth Salary Amount Payout Percent Combination (Amount and Percent) Additional Notes on Compensation Do you receive a new business bonus? If yes, describe: Revenue Responsibility & Client Relationships What is your revenue responsibility (where you are the lead advisor on the client relationship / you are the person the client would call if they needed to make an important decision)? 2024 Revenue Responsibility 2025 Expected Revenue How many client relationships are you responsible for and what is the assets under management (AUM) that these relationships represent? 2024: Client Relationships 2024: AUM Represented 2025: Client Relationships 2025: AUM Represented How many new clients have you personally brought into the firm in the last two years? 2024 New Clients 2025 New Clients How many leads (contacts who express interest in hiring you) have you generated in the last two years? 2024 Leads Generated 2025 Leads Generated How many prospects did you engage with (e.g., calls, meetings, proposals) do you estimate having in the past two years? 2024 Prospects 2025 Prospects Firm Clients & AUM How many clients (households) did your firm have in the past two years? Firm Clients (2024) Firm Clients (2025) What was your firm AUM in the past two years? Firm AUM (2024) Firm AUM (2025) What were the dynamics of the AUM in 2024: 2024 Starting AUM + New AUM from new clients (2024) + Contributions from existing clients (2024) - Distributions of assets (2024) - Clients lost (2024) +/- Market Performance (2024) = Ending Clients (2024) What were the dynamics of the AUM for this year - 2025: 2025 Starting AUM + New AUM from new clients (2025) + Contributions from existing clients (2025) - Distributions of assets (2025) - Clients lost (2025) +/- Market Performance (2025) = Ending Clients (2025) Focus on Growth What do you struggle with the most when it comes to growth? What do you enjoy the most when it comes to growth? What are your goals from this program? How do you rate your skills in the following areas on a scale of 1-10 with 1 being the lowest (least confident in your abilities) and 10 being the highest (Most confident in your abilities): Marketing myself and growing my individual reputation Attracting new opportunities (leads) Engaging with prospects and turning them into clients Creating content that promotes my reputation and the reputation of the firm Receiving referrals from existing clients Receiving referrals from centers of influence (CPAs, attorneys) Networking with potential clients Convincing clients to continue contributing assets Δ
