Beck’s Advisor Interview Guide

Identify where advisors are losing time, consistency, or ability to support at scale.

Optional contact information

Name

Organization

Email or phone

Answer as many as are useful. At least one response is required.

1. Where are you spending the most time in your role today?

2. What decisions or recommendations are hardest to scale consistently?

3. Where do you feel like data exists but is difficult to turn into action?

4. What part of your work has become more complex over time?

5. What repetitive tasks or workflows create frustration?

6. Walk me through the last situation where you felt stretched too thin or reactive instead of proactive.

7. What would help you better support growers and dealers at scale?

8. If one process could instantly become easier or more effective, what would it be?

9. General comments, concerns, or ideas?