Exit this survey >> 1. Purpose and Promise of Referral Deficit Survey Page description goes here. Question Title * 1. Demographic Information Name: * Company: * Address: Address 2: City/Town: * State/Province * -- select state -- AL AlabamaAK AlaskaAS American SamoaAZ ArizonaAR ArkansasCA CaliforniaCO ColoradoCT ConnecticutDE DelawareDC District of ColumbiaFM Federated States of MicronesiaFL FloridaGA GeorgiaGU GuamHI HawaiiID IdahoIL IllinoisIN IndianaIA IowaKS KansasKY KentuckyLA LouisianaME MaineMH Marshall IslandsMD MarylandMA MassachusettsMI MichiganMN MinnesotaMS MississippiMO MissouriMT MontanaNE NebraskaNV NevadaNH New HampshireNJ New JerseyNM New MexicoNY New YorkNC North CarolinaND North DakotaMP Northern Mariana IslandsOH OhioOK OklahomaOR OregonPW PalauPA PennsylvaniaPR Puerto RicoRI Rhode IslandSC South CarolinaSD South DakotaTN TennesseeTX TexasUT UtahVT VermontVI Virgin IslandsVA VirginiaWA WashingtonWV West VirginiaWI WisconsinWY Wyoming ZIP/Postal Code: * Country: Email Address: * Phone Number: Question Title * 2. Broker/Dealer Question Title * 3. Are you a single advisor, advisor on a team or an assistant? Single advisor Advisor on a team Assistant Question Title * 4. How long have you been in the industry? Less than 1 year 1-3 years 4-6 years 6-10 years 10 years + Question Title * 5. How often do you call? Daily Several times a week Every week or two Once in a while Rarely Question Title * 6. How many new client relationships have you opened in the last 12 months? 1-2 3-5 6-10 11-15 16-20 21-30 30+ Question Title * 7. How would you describe your script or approach? (Choose the answer that most applies) Tax free bond fund Municipal bond Offer free service Offer financial planning Other (please specify) Question Title * 8. What is the most difficult part of the cold calling process? Please describe in detail. Question Title * 9. Have you used any technology such as a cloud dialer or other system to speed up dialing. Yes No Done >>
