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Positions
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I am interested in moving my financial firm to your firm.
I am Interested in becoming a financial advisor with your firm.
I am interested in moving my agency to yours.
I am interesting in starting an agency from scratch.
Insurance Agent
Financial Advisor
How did you hear about us?
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Found online
Recruiter,
Referred by an agent/advisor or a current client, or at an event
Do you have existing experience in the investment advisory or insurance sectors
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Yes, less than 1 year
Yes, 1-3 years
Yes, 3-5 years
Yes, over 5 years
No
Address
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How long you had the agency
When is your estimated sell date, merge date, or how many months are you wanting to stay active in your agency before selling?
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