30 Second Survey | Client Centric Marketing | Marketing For Financial Advisors

Fill out our survey and we will contact you by email within 48 hours.

1. How do you rate yourself as a financial educator and financial advocate?
1 Being Worst, 5 Being Best
2. How do you rate your current income?
1 Being Worst, 5 Being Best
3. How do you rate your new qualified prospect activity?
1 Being Worst, 5 Being Best
4. Would you like to be warmly introduced and meet with one new qualified prospect* every 3 to 4 weeks?
*(Qualified prospect is a friend, family member or colleague of a client in the top 20% of your client book).
5. Would you like to be warmly introduced and meet with one new qualified prospect* every 1 to 2 weeks?
*(Qualified prospect is a friend, family member or colleague of a client in the top 20% of your client book).
6. Would you like a free marketing consultation with Matthew Bellis?
Name*
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Your Business Name*
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If you would like a free consultation with Matthew Bellis or you would like to
attend our web conference please register here.