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Need some help...
So for my last step for consideration for this job, i need to complete as many market surverys as possible, so im reaching out to friends/family/acquaintances/etc... so figured maybe you guys could help too, im mostly looking for people that are close at least 5 years or more in their career that have dabbled in their financial security (be in retirement, trust funds, children education, life insurance, stocks, etc) for yourselves and family... so if you can do me a huge favor and take 10 minutes to fill out these questions i would greatly appreciate it, answers dont need to be extremely elaborate, just straight and to the point...and please copy and paste this into a PM if you want to help
Thanks,
Squirrel
1. In general, what are your feelings about the financial services industry?
2. How do you feel about how your financial affairs are handled at this time?
3. Do you currently work with financial professionals, such as life insurance agents, CPA, or investment specialist? Are they the same person? Does he/she tend to come to you with good ideas or do you have to go to him/her?
4. What kinds of services do you expect from a personal financial professional?
5. What do you like least about your current financial strategy?
6. What do you like most about your current financial strategy?
7. Describe the idea financial professional if you were to purchase a financial product?
8. What was the last financial product you purchased and for what reason(s) do you purchase it?
9. How frequently do you review your financial objectives and have they changed over time?
10. What do you think it takes to be a successful financial professional?
11. Please list up to three people (Name and number), that you feel can benefit from financial services
12. In what area do you feel a financial professional can help you the most?
Info:
Name:
Date of Birth:
Phone:
Address:
Occupation:
Once again, anything helps... and if you have any questions feel free to PM me
Its for a fortune 100 finance company, so please keep thread clear of unnecessary posts, personal info will be kept strictly confidential to me until i get the job
__________________
EB
99 Riviera, Bone stock, 14.34 @ 96 "Walking 5.0's in luxury" RIP
95 Cherokee, Bone stock 16.2 @ 83 "Treeing your 3rd gen and beating it to the line despite trapping less....and looking better"
93 TA, Bone stock, 13.8 @ 100 "Beating ****** drivers in ****** LS1's"
https://www.facebook.com/groups/285090241699967/
R.I.P. Tia 
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