SurveyMonkey Powered Online Survey

1. Purpose and Promise of Referral Deficit Survey

Page description goes here.

1. Demographic Information

Demographic Information Name:
Company:
Address:
Address 2:
City/Town:
State/Province
ZIP/Postal Code:
Country:
Email Address:
Phone Number:

2. Broker/Dealer

Broker/Dealer

3. Are you a single advisor, advisor on a team or an assistant?

Are you a single advisor, advisor on a team or an assistant? Single advisor

Advisor on a team

Assistant

4. How long have you been in the industry?

How long have you been in the industry? Less than 1 year

1-3 years

4-6 years

6-10 years

10 years +

5. How often do you call?

How often do you call? Daily

Several times a week

Every week or two

Once in a while

Rarely

6. How many new client relationships have you opened in the last 12 months?

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+

7. How would you describe your script or approach? (Choose the answer that most applies)

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)

8. What is the most difficult part of the cold calling process? Please describe in detail.

What is the most difficult part of the cold calling process? Please describe in detail.

9. Have you used any technology such as a cloud dialer or other system to speed up dialing.

Have you used any technology such as a cloud dialer or other system to speed up dialing. Yes

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