Apply HERE Question Title * 1. Name Question Title * 2. Email Question Title * 3. Phone Number Question Title * 4. Are you securities licensed? Series 65, IAR under another RIA firm Series 65, Own my own RIA firm Series 6, 63, 7, etc. under a broker dealer Insurance only Question Title * 5. What are your goals for your business 3 years from now? Question Title * 6. How do your future goals compare with your present situation? Question Title * 7. What do you feel has been your great challenge to reach your goals? Question Title * 8. What attempts have you already made to overcome those challenges? Question Title * 9. What will the impact be to your family, livelihood, lifestyle and business if you don't reach your goals? Question Title * 10. Do you have an assistant or staff? Yes No Question Title * 11. What is the amount of total assets gathered in the last 12 months? Question Title * 12. Do you have CRM/client portal? Yes No Question Title * 13. Do you have a system to track your ROI for each marketing campaign? Yes No Question Title * 14. What types of prospecting do you current use? Seminars/Educational Events Webinars/Virtual Presentations Purchase leads online Radio/TV ads Social Media Radio Show/Podcast Referral programs Other (please specify) Question Title * 15. Where do you feel someone could make the biggest impact for your business? Done