1. Purpose and Promise of Referral Deficit Survey

Page description goes here.

* 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.