Certified Life Transition Application for advisors and consultants

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Please answer the questions so we can support you in getting to your next level!

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Personal Information
Name*
First Last
Telephone*
Email Address*
Current Personal Status
- Single
- Married
- Significant Other
- Widowed
- Divorced

Explain why you want to serve women and couples facing a life transition.*
Do you currently work with women or couples going through a life transition? Please explain:*
How long have you been in business?*
List your credentials?*
What topics can you provide to women and couples facing a life transition:*

Do you create plans for your clients?*
- Yes
- No
List your areas of expertise (budgeting, insurance, coaching, tax planning, retirement planning, etc.*
How will you provide value to the Life Transition community?*
How much money did you earn last year (gross revenue in dollars)?*
How much money did you net last year (net income in dollars)?*
How much money are you committed to earn next year (in dollars)?*
How much money do you ultimately want to earn (in dollars)?*

Will you do the work required to serve women & couples facing a transition?*
- Yes
- No
Will you do the work required to achieve your goals?*
- Yes
- No
Explain your foundation, I.E. Diet, exercise, goals, etc*
Explain your strategy, I.E. Ideal client, lead generation, and research:*
Explain your daily execution, I.E. Tasks that you consistently complete.*

Describe your Ideal Client*
Do you have at least 100 ideal prospects in your funnel?*
- Yes
- No
What lead generation strategies do you currently use?*
How many referrals do you get each month?*
Which best describes you the majority of the time?*
- The need to be right (to win, regardless of the cost)
- The need to be in relationship (to get along)
What are your life/business goals for the next year (check all that apply)?*
- Grow Business
- Serve More Ideal Clients
- Attract More Affluent Clients
- Better Work Life Balance

Are you coachable (meaning you will make the behavorial changes to achieve your desired result)?*
- Yes
- No
How much money do you have to invest in the success of your business each month (including marketing)?*
- $300+
- $500+
- $1000+
- $10,000+
Why should we select you as a Certified Life Transitionist?*
Is there anything else we should know about you and your business?
Thank you for completing The Certified Life Transitionist application, you will receive an email regarding your next step.

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