Full Name
Email
*
Phone
*
State
What are the most significant financial trends you have observed in the past year?
Interest rates
Inflation
Digital banking
Cryptocurrency
Other
How do you expect these trends to impact your financial planning in the next 12 months?
How do you expect these trends to impact your financial planning in the next 12 months?
Very significant
Significant
Neutral
Not significant
No elements found. Consider changing the search query.
List is empty.
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.
Privacy Policy
|
Terms of Service
What factors do you prioritize when selecting a financial consultant?
Experience
Fee structure
Services offered
Trust/reputation
Other
What financial services are you most interested in?
Retirement planning
Investment management
Tax optimization
Wealth management
Other
How do you perceive our company compared to competitors in the financial consulting space?
How do you perceive our company compared to competitors in the financial consulting space?
Better
About the same
Worse
No elements found. Consider changing the search query.
List is empty.
What competitive advantages do you think other financial consulting companies have?
Lower fees
Broader service offerings
Technology/digital tools
Customer service
Other
Are there any financial services you feel are missing from the market?
Are there any financial services you feel are missing from the market?
Yes
No
No elements found. Consider changing the search query.
List is empty.
Other (Please specify):
What changes or improvements would you like to see in the financial consulting industry?
What changes or improvements would you like to see in the financial consulting industry?
More personalized services
Better technology integration
More transparency in fees
Other
No elements found. Consider changing the search query.
List is empty.
What is your age group?
What is your age group?
18-24
25-34
35-44
45-54
55+
No elements found. Consider changing the search query.
List is empty.
What is your annual household income?
What is your annual household income?
Under $50,000
$50,000-$100,000
$100,000-$150,000
Over $150,000
No elements found. Consider changing the search query.
List is empty.
