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Question 1 of 9
How long have you been in business?
Question 2 of 9
What is/are your areas of focus?
Insurance (including annuities)
Investments / AUM
Fee based planning
Question 3 of 9
What was your last year’s income and/or insurance production (answer at least one based on your business model).
Question 4 of 9
What is your income and/or production goal for this year, and what would you consider a massive success if you were to hit?
Question 5 of 9
If you could waive a magic wand and fix one thing (or two) prospecting-related in your business, what would it be?
Question 6 of 9
When it comes to prospecting, what areas are you most looking to get better at?
Improve my prospecting effectiveness (generate more leads in meetings)
Prospecting up (meeting better quality people)
Become a prospecting farmer (generating inbound leads)
Clearing up “head trash” (mentally let go of beliefs that are holding me back)
Learn Prospecting Strategies (ex: LinkedIn, Email Marketing, Creating Feeds Lists, etc.)
Learn Specific Prospecting Activities To Do Daily to Hit my Goal
Other (fill in at next question)
Question 7 of 9
Timing wise, is mastering prospecting (& getting leads) a "now" problem?
Yes, I want to figure this out ASAP
It's more of a 3-6 month focus
I'm not sure
Question 8 of 9
Anything else you feel would be relevant for me to know?
Question 9 of 9
Do you have any questions for me? If no, just type "none"