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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
Name
This field is for validation purposes and should be left unchanged.
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Kyle Pesch
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Kayden Meyersick
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Windy Nash
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Lauren Edwards
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Janae Bonner
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Stephanie Smith
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Kyle Pesch
VP of Advisor Development
Kayden Meyersick
Director of Business Development
Windy Nash
Senior Account Manager
Lauren Edwards
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Stephanie Smith
Senior Account Manager
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