Invesco DISC and Motivators Request Form

    This request form must be completed at least 2 weeks in advance of your meeting with a team.

    Reminder: All Financial Advisors listed below must be in Salesforce at the time of this request.

    List the first name, last name and email address of each person needing to be assessed.







    Instructions for teams larger than 15:
    Step 1) Complete and submit this form for the first 15 team members.
    Step 2) Download this Excel spreadsheet:  Invesco-Paragon-Large-Teams.xlsx
    Step 3) Enter the team name in the spreadsheet.
    Step 4) Fill in the First Name, Last Name, and Email Address for all additional individuals needing assessment(s).
    Step 5) Save the spreadsheet and email it to:

    CEO Advisor Consultant (REQUIRED)

    Type of Report (REQUIRED)

    Do you have a meeting scheduled with the team? (REQUIRED)
      If yes, when? (REQUIRED)


    SAC Email Address (REQUIRED)

    Team Name to Identify Team/Practice (REQUIRED)

    Need Team Summary? (REQUIRED)

    Since a Team Summary is needed, use the box below to list the names of any team members who already have report(s) on file.

    Since a Revision is needed, use the box below to list anyone who should be removed from the Team Summary chart(s) on file.


    Form Submitted by: (REQUIRED)

    Once we have received this form, we generally send out the access email within one business day.

    If you are unable to submit your request the first time, please try later or contact Amanda at 770.319.0310 for an alternative.

    The respondent automatically receives their own results within ten minutes of completion.

    We will forward all team results to the CEO Advisor Consultant and SAC.

    If you have any questions, please call 770.319.0310.