TMM survey of Young Mortgage Advisers TMM - The Mortgage Magazine is looking at young mortgage advisers and why they joined the industry and how they are finding it. If you could take a moment to complete this survey. OK Question Title * 1. What age bracket do you fit into? Under 20 21-25 26-35 36 and over OK Question Title * 2. What is your gender? Male Female OK Question Title * 3. What is your designation? RFA AFA QFE Other (please specify) OK Question Title * 4. Which mortgage group do you belong too? NZFSG Loan Market Mortgage Express Mortgage Link Mike Pero Lifetime Kepa The Mortgage Supply Company/NZMA Newpark NZ Home Loans Preferred/Answers Prosper Q Group SHARE Other (please specify) OK Question Title * 5. What were you doing before you became a broker? Financial institution, such as a bank or non-bank lender Wealth-knowledge industry, such as financial planner or accountant High school University Non-finance industry - white collar Non-finance industry - blue collar Other (please specify) OK Question Title * 6. How did you first hear about finance broking as a profession? Friend/family member I had engaged a broker for my personal needs Online research Media coverage/advertising From working in the financial services industry From working as support staff at a brokerage Through studies at University Other (please specify) OK Question Title * 7. Why did you decide to become a mortgage adviser? Select up to three answers Income growth potential Lifestyle factors To become my own boss Better future prospects A challenge Wanting an interesting career Other (please specify) OK Question Title * 8. What professional challenges do you often face? Select up to three answers Lead generation and marketing Staying up-to-date with lender product and policy changes Time and workload management Staying up-to-date with legal and compliance changes Earning trust, respect, and recognition Too much competition Recruiting and training quality staff Client management and relationships Motivation Other (please specify) OK Question Title * 9. What areas of business would you like more support in? Select up to three answers Marketing, branding, and lead generation Referrals and sales skills Legislative changes and regulation Starting and growing a business Service diversification Technology Other (please specify) OK Question Title * 10. What might you have done differently in your career so far? Select up to three answers Become a broker a lot earlier in my career Spent more time and effort on lead generation and marketing Set up better initial business systems and processes Organised my time and workload better Spent more time maintaining my customer database/book Made more use of industry networks and industry connections Hired support staff sooner Researched the industry and profession more Spent more time and attention servicing clients I would have listened to my mentor more Other (please specify) OK Question Title * 11. Name up to three things that you believe make you a successful broker 1. 2. 3. OK Question Title * 12. Where do you see the future of the industry going? OK Question Title * 13. To ensure you see the results of the survey add your details. Name Company Address City/Town ZIP/Postal Code Email Address OK DONE