Exit Advisor Survey 2021 Listening to our advisors is important to us. Your feedback will help us serve you better. Question Title * 1. Your name Question Title * 2. Preferred contact information Firm Name Office Phone Cell Phone Question Title * 3. What is the primary focus of your business Career Insurance Advisor Independent Insurance Advisor Wealth Manager/Financial Planner Benefits Advisor Property & Casualty Advisor Other (please specify) Question Title * 4. Do you have a Broker-Dealer affiliation? Yes No If yes, please provide the name of the Broker Dealer? Question Title * 5. Your team details How many team members are there? How many Advisors? How many Support Staff? Question Title * 6. Support staff Who is/are the key contact(s)? What is their direct office phone? What is their email? Question Title * 7. Are you part of a study group? Yes No If Yes, does you study group meet in person? Question Title * 8. If you are not part of a study group, would you be interested in joining one? Yes No Question Title * 9. Do you require MDRT qualifying letters? Yes No Question Title * 10. Select which financial concept(s) are of interest to you? Estate Planning Retirement Planning Tax Planning Business Planning Other (please specify) Question Title * 11. What is your preferred training method? (Select all that apply) Face-to-face Web Teleconference Other (please specify) Question Title * 12. Overall, how well does our website meet your needs? Extremely well Very well Somewhat well Not so well Not at all well Question Title * 13. How easy is it to locate what you're looking for on our website? Difficult Somewhat easy Very easy Clear i We adjusted the number you entered based on the slider’s scale. Question Title * 14. How easy is it to understand the information on our website? Not at all easy Somewhat easy Very easy Clear i We adjusted the number you entered based on the slider’s scale. Question Title * 15. Do you have any additional feedback about our website? Question Title * 16. How were you introduced to us originally? Personal referral? Trade Show/Conference? Email Campaign? Web Search? Other (please specify) Question Title * 17. What are your outside interests? (Select any that apply) Golf Fishing Hiking Tennis Biking Skiing Other (please specify) Question Title * 18. Any additional suggestions/comments? Done
