Please complete this assessment request form for completing the Talent Insights DISC and Workplace Motivators Assessments.

    We prefer at least two weeks' notice to prepare all necessary reports and team summary information. If you have any questions, please contact Amanda at Paragon Resources, 770.319.0310.

    If you are engaging in 1:1 coaching please use the Contact Person / 1:1 Coachee field below to request your Talent Insights DISC and Workplace Motivators Assessments. Within 1 to 2 business days of submitting this form, a link will be provided to complete your assessment. The results will be sent to you via email. Your coach will also receive the results and will then reach out to schedule your debrief session.

    Contact Person / 1:1 Coachee

    Contact Person's Email Address

    Contact Person's Telephone Number

    Market/Region Location

    Branch Location

    Your Mariner Practice Management Coach will provide you with guidance on which report to select.

    Report type:

    This Section is for Entire Teams ONLY

    Team Summary ($35):

    Team Name to Identify Team/Practice
    (Can be last name of primary person)

    Please list ALL team members' full email addresses below.
    This includes ALL team members: Managing Director, Senior Wealth Advisors, Wealth Advisors, Client Associates, or Others.

    Team Member 1:  Email

    Team Member 2:  Email

    Team Member 3:  Email

    Team Member 4:  Email

    Team Member 5:  Email

    Team Member 6:  Email

    Team Member 7:  Email

    Team Member 8:  Email

    Team Member 9:  Email

    Team Member 10: Email

    Special Requests/Notes