Advisors’ Academy Survey

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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

Referrals