Survey Form

1

Which of the following best describes you?* Answer the damn question!Note: You can be a Financial Advisor, Financial Planner or Wealth Manager.

Financial Advisor who is already well established

Financial Advisor in the early stages of growing their book

Not yet qualified as a Financial Advisor

2

What's your name?* Answer the damn question!

Enter your first name here.

3

What's your email {name}?* Answer the damn question!

example@example.com

4

{name}, what's your website url?* Answer the damn question!If you don't have one, type "no site"

Type your website url here (e.g. example.com)

5

What's your current monthly revenue?* Answer the damn question!Note: Please use the $ USD equivalent if you use a different currency

$1k /month (or less)

$1k - $5k /month

$5k - $10k /month

$10k - $20k /month

$20k - $50k /month

$50k /month (or more)

6

What's your desired monthly revenue?* Answer the damn question!

Type the amount here (e.g. $100k /month)

7

{name}, what do you feel is your biggest obstacle to hitting your monthly revenue goal?* Answer the damn question!Biggest obstacle in your way. Don't think too hard, just write what comes to mind.

8

Briefly describe your business. Who do you serve? What do you sell? What's the price point?* Answer the damn question!Who is your customer/niche? What's your primary service? How much does it cost?

9

{name}, how willing and able are you to invest in the growth of your practice?* Answer the damn question!Choose an option below

I have the financial resources to invest in the growth of my practice right now

I have access to the financial resources to invest in the growth of my practice right now

I don't have any financial resources to invest in the growth of my practice

10

{name}, what makes you different from the other applications? Why should we choose to work with you?* Answer the damn question!

What's your "X factor"?

11

What's your call preference?* Answer the damn question!

Phone Call

Zoom Video Call

Zoom Audio Call

12

{name}, what's your phone number (just in case we can't connect on Zoom)?* Answer the damn question!Type your phone number here