1. Purpose and Promise of Referral Deficit Survey

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* 1. Demographic Information

* 2. Broker/Dealer

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

4. How long have you been in the industry?

5. How often do you call?

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

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

8. 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.