Invesco DISC and Motivators Request Form

770.319.0310.

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

CEO Advisor Consultant
—Please choose an option—Paul BrunswickJay TherrienJT ThorpeTim WilkinsonDavid ThomasWayne Badorf
Type of Report
—Please choose an option—DISC onlyMotivators onlyDISC and Motivators

Meeting Date (if scheduled)

—Please choose an option—Hard dateSoft date

SAC Name

SAC Email Address

Team Name to Identify Team/Practice

Need Team Summary?

—Please choose an option—YesNoRevision (Update Team Summary already on file)

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