Invesco DISC and Motivators Request Form

    This request form must be completed at least 2 weeks in advance of your consultation. If you have any questions, please call 770.319.0310.

    Reminder: All Financial Advisors listed below must be in Salesforce at the time of this request.

    CEO Advisor Consultant

    Type of Report

    Meeting Date (if scheduled)

    Confirmed with team?

    SAC Name

    SAC Email Address

    Team Name to Identify Team/Practice

    Need Team Summary?

    Once we have received this form, we generally send out the access email within one business day.

    The respondent automatically receives their own results within ten minutes of completion.

    We will forward all team results to the CEO Advisor Consultant and SAC.

    List the first name and email address of each person to be assessed.

    Name 1 Email 1

    Name 2 Email 2

    Name 3 Email 3

    Name 4 Email 4

    Name 5 Email 5

    Name 6 Email 6

    Name 7 Email 7

    Name 8 Email 8

    Name 9 Email 9

    Name 10 Email 10

    NOTE: If this is a Team Summary revision, list all team members' names in the box below.

    Special Requests / Notes / Additional Members

    Form Submitted by:
    Name Email