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QUANTUM CLIENT
ACQUISITION
QUANTUM CLIENT
ACQUISITION
To better provide solutions to common pain points you may be facing with your client acquisition campaigns, please take a moment to answer the questions on this page.
Name
*
First
Last
Email
*
What program are you enrolled in?
*
How long have you been running campaigns?
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Have you seen any ROI with the program?
*
Yes
No
What are your biggest pain points?
*
What is your biggest strength?
*
What would you change about the program?
*
Do you have an appointment process?
*
Yes
No
What is your appointment process?
Did you go through training during onboarding?
*
Yes
No
How likely are you to recommend this program on a scale of 1-5? (5 being highly recommend)
*
1
2
3
4
5
Are you interested in learning about other client acquisition opportunities?
*
Yes
No
Thank you!
Phone
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Home
Our Story
Ron Shurts
Meet the Team
Our Services
Integrated Business Development
Insurance Solutions
Strategic Marketing & Client Aquisition
Streamlined Operations & Technology
Advanced Planning & Portfolio Solutions
Additional Resources
Blog
FAQs
Careers
Contact
Advisor Login
Kyle Pesch
View Profile
Kayden Meyersick
View Profile
Windy Nash
View Profile
Janae Bonner
View Profile
Lauren Edwards
View Profile
Stephanie Smith
View Profile
Kyle Pesch
VP of Advisor Development
Kayden Meyersick
Director of Business Development
Windy Nash
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Lauren Edwards
Senior Account Manager
Stephanie Smith
Senior Account Manager
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