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First Name
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Last Name
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Phone
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Email
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Your Company/Firm/Business Name
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What role best describes you?
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RIA
CFP
Financial Advisor
Independent Financial Advisor
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What's your target in the next 12 months and how bad do you want to achieve it?
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What is your #1 problem with lead generation currently?
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Quality - I am getting leads, but the quality is terrible.
Volume - I am simply not getting enough leads.
Time - I am too busy to focus on new lead generation.
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Are you currently investing money in marketing?
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Yes - I'm currently spending money on advertising/marketing.
No - I've never spent money on marketing. (Please DO NOT book. We can’t help you at this stage.)
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Describe your willingness to invest if there is a way for us to help double your production, guaranteed.
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Yes, I have the cash flow to invest in myself.
Yes, I may or may not have the cash flow readily available, but I'm resourceful/have access to credit.
No, my cash flow is month to month and I have no cash, credit, or assets.
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