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1

We ONLY work with Financial Advisors who are AT LEAST 6 months in the industry and have MORE THAN 20 clients.. IF THIS IS NOT YOU, PLEASE STOP AND LEAVE IMMEDIATELY* This field is required.We ONLY help Financial Advisors who wants to grow their sales

Yes that's me!

No. I'm not there yet

2

What is your name?* This field is required.

First Name

Last Name

3

What's your email address?* This field is required.

Advisorysystems@gmail.com

4

What is your best phone number?* This field is required.

5

Which company are you from?* This field is required.Great Eastern, Manulife, AIA, Prudential, etc.

6

What is your duration in this industry?* This field is required.If you are still under 12 months in the industry. PLEASE STOP and LEAVE THIS PAGE

Less than 6 months (Do Not Book, We Can't Help)

6 - 12 months

> 1 to 2 years

> 2 to 3 years

> 3 to 4 years

> 4 to 5 years

> 5 to 10 years

More than 10 years

7

What is your position?* This field is required.

Financial Consultant

Manager

Director

8

What’s your average monthly First Year Commissions (FYC) in the last 12 months?* This field is required.First Year Commissions Only (exclude bonuses) from products sold.

$0 - $1,000

$1,001 - $2,000

$2,001 - $3,000

$3,001 - $4,000

$4,001 - $6,000

$6,001 - $10,000

$10,001 - $15,000

$15,001 - $20,000

$20,001 - $30,000 +

9

What’s your target monthly First Year Commissions (FYC)?* This field is required.

$2,001 - $3,000

$3,001 - $4,000

$4,001 - $6,000

$6,001 - $10,000

$10,001 - $15,000

$15,001 - $20,000

$20,001 - $30,000 +

10

What's stopping you from hitting your target monthly FYC?* This field is required.Select all that apply

Getting leads

Setting appointments

Closing sales

Mindset

No predictable systems

I am using outdated methods that doesn't work

I am honestly lost and have no idea

11

If you had access to a proven system that could double (or even triple) your clients and income, would you be willing to invest the necessary time and resources to implement it?* This field is required.

A 100%! I'm definitely willing!

No, I'm not prepared to invest something like this right now

12

How much would you set aside in growing your advisory right now?* This field is required.

Less than $3,000

$3,000 - $5,000

> $5,000 - $7,000

> $7,000 - $10,000

More than $10,000

13

If our program is aligned with your goals, when do you want to start?* This field is required.

Yesterday

Today

In the next few months

I am not going to

14

What piqued your interest to work with us?* This field is required.What made you realise that we’re the real deal? (Facebook ads, eBook, Testimonials, Referral, Colleague, Instagram, etc)