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Thanks for Sharing Your Thoughts!

First Name

Last Name

Email

Phone

As it pertains to your career rate the importance of...

being a part of a culture that values client service ahead of everything.

Not Important

Slightly Important

Important

Fairly Important

Very Important

having broad product selection.

Not Important

Slightly Important

Important

Fairly Important

Very Important

having access to private wealth options.

Not Important

Slightly Important

Important

Fairly Important

Very Important

having access to robo-advice.

Not Important

Slightly Important

Important

Fairly Important

Very Important

having a formatted, easy to use, compliance and disclosure system.

Not Important

Slightly Important

Important

Fairly Important

Very Important

having a client onboarding and service system.

Not Important

Slightly Important

Important

Fairly Important

Very Important

having access to lead generation.

Not Important

Slightly Important

Important

Fairly Important

Very Important

level of bonus contract.

Not Important

Slightly Important

Important

Fairly Important

Very Important

ownership of your business.

Not Important

Slightly Important

Important

Fairly Important

Very Important

collaboration/true teamwork.

Not Important

Slightly Important

Important

Fairly Important

Very Important

Please describe what attracted you to the company that you currently affiliate with.

What two things do you feel they really delivered on?

What were two things you were disappointed by?

What thing(s) would you change about our industry if you could?

What things would you change about your current company if you could?

Are you as hopeful about your career/business as you were when you started?

No, not really

Somewhat

For sure

Would you rather work alone or as part of a team?

Alone

As part of a team

A little of both

Would you rather work on all areas of a client file or work as a specialist with other advisors on a client file(team approach)?

All elements

Some elements with teamwork

One element with teamwork

Please let us know if you have any final thoughts, considerations or questions?

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