Advisor Overview / Kyle Pesch - The Quantum Group

Name

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First & Last Name*

Email*

Length of Time You / Firm Has Been in Business

Number of Employees in Your Office

Number of Advisors

Current Licenses Held

Life & Health
Series 7
Series 65

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Name of Your Broker Dealer

Name of Your RIA

Total Assets Under Management

Assets Under Management Gathered this Year

Assets Under Management Gathered Last Year

Total Assets Under Advisement

Do You Currently Utilize Annuities

Yes
No

How Do You Use Them

Fixed Income Alternative
Safe Accumulation
Guaranteed Lifetime Income
Legacy/Estate Plan
Other

IMO/FMO/Broker Dealer/RIA

Name of Your FMO

Greatest Strength of Your Business

Greatest Weakness of Your Business

General Information

Amount of FIA Business Last Year*

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Amount of FIA Business This Year*

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Total Life Insurance Business Last Year (Target Premium)*

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Marketing / Client Acquisition

Method(s) Used to Get In Front of Clients

Seminars / Workshops
Radio
TV
Referrals
Lead Generation
Client Appreciation Events

(Check all that apply)

Leads from Seminars/Workshops Per Month

Leads from Radio Per Month

Leads from TV Per Month

Leads from Referrals Per Month

Leads from Lead Generation Per Month

Leads from Client Appreciation Events Per Month

Marketing / Programs that Interest You

A Brand Refresh
New PR Strategies
Practice Management
Client Acquisition

(Check all that apply)

Current Marketing Budget (monthly)

ADVISOR OVERVIEW

IMO/FMO/Broker Dealer/RIA

General Information

Marketing / Client Acquisition

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