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QUANTUM CLIENT
ACQUISITION
QUANTUM CLIENT
ACQUISITION
Name
*
First
Last
Email
*
Phone Number
*
Who is your ideal client?
*
Who is your current IMO?
*
Are they currently providing you with client acquisition strategies?
Yes
No
Do you have a marketing budget?
Yes
No
How much annuity and life business have you written in the past 12 months?
*
Under $1MM
$1MM-$3MM
$3MM+
Are you securities licensed?
*
Yes
No
Have you ever hosted a dinner seminar or educational workshop?
*
Yes
No
Do you have a presentation you currently use?
Yes
No
Do you track the ROI from these events?
Yes
No
Have you ever participated in pay per lead programs?
*
Yes
No
Do you have a formal process for converting a lead into a client?
Yes
No
Are you interested in working with a niche market like federal employees or teachers?
Yes
No
Phone
This field is for validation purposes and should be left unchanged.
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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
James Jacobson
View Profile
Kayden Meyersick
View Profile
Stephanie Smith
View Profile
Windy Nash
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Chase Koester
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Lauren Edwards
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Kari Osep
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Brandon Olson
View Profile
Dalton Sneed
View Profile
Kyle Pesch
VP of Advisor Development
James Jacobson
Director of Strategic Accounts
Kayden Meyersick
Director of Business Development
Stephanie Smith
Senior Account Manager
Windy Nash
Senior Account Manager
Chase Koester
VP of Life & LTC Insurance
Lauren Edwards
Senior Account Manager
Kari Osep
Director of Advisor Relations
Brandon Olson
Director of Business Development
Dalton Sneed
Director of Business Development
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