Cross Selling Conversations Attendee Survey

1

NameOptional - if you'd like to share

2

EmailOptional - if you'd like a follow-up or updates

example@example.com

4

Why did you give us that rating?

5

What part of the session was most valuable to you?Share what stood out most.

6

What was confusing, unclear, or could have been explained better?Be specific so we can improve.

7

If you could change or improve ONE thing about the session, what would it be?What would make the biggest difference?

8

Did you find value in the session? Be brutally honest.

9

How confident are you having retirement conversations now compared to before attending?

Much more confident

Somewhat more confident

No change

Less confident

10

What is ONE thing you learned that you plan to use in your business?

11

Which area are you MOST interested in learning more about?Choose one.

Retirement Coach Path

Discovery Specialist Path

Cross-Selling Process

Objections

Client Meetings & Scripts

Retirement Income Strategies

Marketing & Lead Generation

Technology / AI

Other

12

If you selected "other" in the question above, please specify.

13

What is the ONE topic or challenge you want us to cover in a future session?Tell us what would help most.

15

Who else would benefit from attending Cross-Selling Conversations?Help us invite the right people. Please provide their name, agency/company and email.

16

How long have you been in the financial services industry?

Less than 2 years

2 - 5 years

5 - 10 years

10+ years

17

If we could wave a magic wand and solve ONE challenge that's holding your business back, what would it be?Be real - this helps us build what you actually need.