Exit Survey: Growth Accelerators Thank you for connecting. I am excited to learn about your business and find ways to help accelerate your growth plans. Below are a few questions to help focus our conversation on what is most important to you. Please fill in with your 'quick brain' thinking. Looking forward learning more and turning your ideas into action. Question Title * 1. What are your top three business priorities? Priority 1: Priority 2: Priority 3: Question Title * 2. What is working well in your business today? Question Title * 3. Opportunities for Growth – What is causing drag in your business? What is keeping you from the next level of growth? Question Title * 4. Below is a list of tactics that can drive growth. Please check all levers that you are thinking about. Create Personalized Advice at Scale Include Behavioral Tools into the Planning Process Educational Resources for Clients & Advisors Quality Products for High Net Worth Investors Client Service Model & Deliverables Securely Gather & Transmit Client Data Attract Next Generation Advisors Connect to Next Generation Clients Increase Website Traffic Increase Marketing Qualified Leads Refine Brand & Messaging Data Strategy Cyber Security Product Due Diligence Supervision & Reporting Tools Automate Repetitive Tasks Onboarding Process Use Data to Better Predict & Service Client Needs Meaningful Metrics to Manage Revenue & Opportunity Create an AI Strategy Question Title * 5. Please provide your name below. * First name * Last name Question Title * 6. Please provide your email address. Email address Done
