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You Need A Better Advisor Survey
1.
Do you feel like you engage with your financial advisor enough?
No
Yes
2.
How many meetings a year do you want with your advisor?
1
2
4
0 - I just want to call as needed
3.
What's the most important Goal when working with your advisor? (Select Only 3)
Having money when I'm old at like age 80
Making sure I can pay for college when my kids get there
Living a happy lifestyle of Travel, Good Food, Family in Financial Health
Just make sure I have enough to pay my bills
Making my money work for me at a interest rate return higher than a bank
I like getting insight on better investment opportunities than what I know
I just want to have emergency savings
Passing on my wealth to my children or grandchildren
Frankly, I really don't know whats most important
*
4.
What else do you want to learn about or gain from your advisor?
(Required.)
Stocks & Stock Options
ETFs
Private Equity Investing
Real Estate Investing
Flipping Property for Profit
Crypto Currency
Stock Options
Tax Reduction Strategies
Growing my Money Faster
Traveling the World
Entrepreneurship or Starting a Business
Business Ideas to Grow my Company
How to get my Dream Car
Should I start traveling by private jet
Comfortable Luxury Lifestyle Living
Transferring Wealth with No Taxes
How to Make More Money or Ask for a Raise
Selling a business or an Exit Strategy
Getting rid of Financial Guilt
Investing when I Started Late
Reduce Expenses
Healthy Lifestyle Living
Procrastination on Business or Life Ideas
Personal Growth & Development
Other (please specify)
*
5.
Your email address
(Required.)
*
6.
Your Full Name
(Required.)
*
7.
Your mobile number?
(Required.)