Wells Fargo – OLD

Please complete this assessment request form for your upcoming FA Team Workshop. You are being asked to complete the Talent Insights DISC and Workplace Motivators Assessments. 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.

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)

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

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

Please note: there is a $100 per person fee for the Talent Insights DISC and Workplace Motivators Assessments and a $25 fee for the Team Summary Report. Generally team discussions take a minimum of 90 minutes to thoroughly review the results and answer any specific questions.

Special Requests/Notes

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