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This is a short set of questions to help determine whether the High-Touch Advisor Method is the right fit for your current stage.

It’s designed for experienced advisors who are ready to change how their business operates - not just to gather ideas.

First name

Last name

Question 1 - How long have you been working as a travel advisor? *

Less than 1 year

1 - 3 years

3 - 7 years

7 + years

Q2. Which best describes your current business?*

I sell a wide range of travel types

I have a loose or emerging specialty

I focus on a clearly defined niche

Q3. Which best describes your current situation? (choose one)*

I’m busy, but much of my time is spent on low-value work

I feel like I should be earning more given my experience

I know what I should focus on, but my business doesn’t reflect it

I’m struggling to consistently attract the right type of clients

Q4. On average, how many hours/week are you now working in your business?*

Q5. What best describes your current monthly commission income?*

Q6. In 1 - 2 sentences; where do you feel your business should be today, but isn’t?*

Q7. Which statement best reflects your mindset right now?*

I’m actively looking to change how my business operates

I know something needs to change, but I haven’t acted yet

I’m exploring ideas, but not ready to make changes

Q8. If you knew how to improve your business, what would you most likely do?*

Implement it and adjust as needed

Try parts of it and see how it goes

Research further before taking action

Q9. How comfortable are you saying no to some clients?*

That’s exactly what I need

I’d be uncomfortable, but I understand why it matters

I don’t think I could afford to turn work away

Q10. If you found a way to improve your business, when would you act?*

Immediately

Within the next 30 - 60 days

Sometime this year

Just exploring for now

Q11. Are you in a position to invest in improving your business if it’s the right fit?*

Yes

Possibly

Q12. What would concern you most if nothing changed in the next 12 months?*

Q13. Why are you interested in this now?*

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