Are you Insurance Licensed?  YesNo  


Are you Securities Licensed?  YesNo  


Are you a Stand Alone RIA?  YesNo  


What Percentage of your Total Annual Production comes from Life, Annuity, AUM and/or Securities?  
0 - 25%25% - 50%
50% - 75%75% - 100%
Staff - I Do Not Write Business


What is your Annual Gross Revenue/Income?  
$0 - $100k$100k - $250k
$250k +Office Staff


Are you an Independent or Affiliated Advisor?    Independent
Affiliated Advisor (ex. Unable to Place Business Outside of Your Parent Company)
Office Staff

What is your Biggest Business Building Challenge?    Prospecting for New Clients
Integrating New Technology/Media
Dealing with Compliance
Capturing All of a Clients Assets
Building Credibility with Clients

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