Advisor Works New Member

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Welcome.

Congratulations on taking a proactive approach to building a stronger personal relationship with your clients.

Please take a few minutes to complete this short survey. By completing this survey it will allow our Advisor Works team member to streamline your first setup call.

Advisor Works Practice Advantage New Members Survey

Personal and Practice Information

* Indicates required field

Name *

First

Last

Title *

Branch Name (if applicable) *

Office Address *

Line 1

Line 2

City

State

Zip Code

Country

Website *

Phone Number (Office) *

Phone Number (Direct) *

Extension *

Phone Number (Mobile) *

Fax Number *

Other Key Team Members

Name *

First

Last

Title *

Name *

First

Last

Title *

How did you hear about Advisor Works? *

Internet Search Print Advertisement Friend Direct Mail Contacted By Advisor Works Participated in a Study Event/Tradeshow Other

If Other please specify: *

Which Option Best Describes Your Office? *

Just Me Me & Assistant Team of 3 Team of 4 Large Branch

Charging Model (Check all that apply) *

DSC Front End Zero Fee Based Segregated Funds Other Please Use Space Below

Other *

Which Advisor Works Services Are You Interested In? (Check all that apply) *

Practice Advantage Tips and Marketing Services Custom Client Newsletter Prospecting Seminars Client Appreciation Events Intimate Client Dinners Guest Speaking Help Buying or Selling A Practice Holiday and Special Event Cards Disclosure 2016 Other (please use space below)

Other *

Size of Practice *

Less than $10M $10M - $25M $25M - $40M $40M - $70M $70M- $100M $100M - $150M $125M - $250M Greater than $250M

Submit