1 Step 1

Advisor's Name
Your Name
Your Position
1. What is your favorite part of your job?
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2. What is your least favorite part of your job?
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3. What additional topics would you like us to cover in greater detail?
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4. How can we add more value to your experience with Advisors' Academy?
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5. What constructive criticism would you like to offer us?
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Please prioritize importance to you from 1-10:
Client Service
New Business Processing
Online Metrics
Finding Opportunities
Drip Marketing/Social Media
Call Scripts/Overcoming Objections
Bull's-Eye Marketing
Direct Response Mailers
Client Surveys/Reviews
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