Please complete this assessment request form for your upcoming consultation. You can see a sample of the Managing For Success DISC and Workplace Motivators Assessments by clicking here. After everyone on the team has completed the online assessments we will provide a team summary of the results (for a sample, click here).

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

    Do you have a WFA Coach?

    Note: A copy of all results will be sent to this person.

    Call Date

    Branch Manager

    Branch Number

    Contact Person for Team

    Contact Person's Email Address

    Contact Person's Telephone Number

    Team Name to Identify Team/Practice
    Usually last name of lead FA(s)

    How long has team been in existence?

    Please list ALL team members' full email addresses below.
    This includes ALL team members, support staff, Jr. advisors, interns, etc.

    Team Member 1 Email   A#

    Team Member 2 Email  A#

    Team Member 3 Email   A#

    Team Member 4 Email   A#

    Team Member 5 Email   A#

    Team Member 6 Email   A#

    Team Member 7 Email  A#

    Team Member 8 Email  A#

    Team Member 9 Email  A#

    Team Member 10 Email A#

    Please note: there is a $75 per person fee for the Managing For Success DISC and Workplace Motivators Assessments and a $250 fee for the Team Summary Report and Assessment Call. Generally team discussions take a minimum of 90 minutes to thoroughly review the results and answer any specific questions.
    Note: These fees are waived for FA Team pilot participants.

    Special Requests/Notes

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