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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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