Client Intake Form - Portfolio Managers

Full Name *

Email Address *

Organization/Company *

Current Role/Position *

1. What are your main goals for coaching sessions (in order)? What do you hope to get out of them as a portfolio manager?

2. What challenges do you face in managing portfolios, clients, or teams? What’s most difficult in your role?

3. What are your three biggest strengths as a portfolio manager?

4. What are your three main weaknesses or areas needing improvement?

5. What three things could you do right now to improve your effectiveness as a portfolio manager and better serve your clients/organization?

6. What ideas do you have for moving forward in your portfolio management career and leadership journey? (Your coach will review these and offer suggestions.)

7. What is your preferred learning style? Do you prefer to see (visual), hear (auditory), or read/write when you’re learning?

8. How would you like the coaching sessions to be conducted? Describe your ideal portfolio manager coaching session.

9. Please share any questions or concerns you have about this process or your development as a portfolio manager.

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