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* 1. Confidence level in ability to understand 3 levels of clients (pre-workforce, workforce, retired)?

1 10
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i We adjusted the number you entered based on the slider’s scale.

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* 2. Rate communication systems and process with current clients

1 10
Clear
i We adjusted the number you entered based on the slider’s scale.

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* 3. Rate clients general understand of financial wellness and principals

1 10
Clear
i We adjusted the number you entered based on the slider’s scale.

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* 4. Rate clients ability to handle personal financial planning individually

1 10
Clear
i We adjusted the number you entered based on the slider’s scale.

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* 5. How do most clients select advisors?

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* 6. Do you have a team of complementary service professionals that you refer your clients to?

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* 7. Current ways of capturing new clientele?

T