Advisor Overview / Kyle Pesch - The Quantum Group

First & Last Name*

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Length of Time You / Firm Has Been in Business

Number of Employees in Your Office

Number of Advisors

Current Licenses Held

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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

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IMO/FMO/Broker Dealer/RIA

Name of Your FMO

Greatest Strength of Your Business

Greatest Weakness of Your Business

Amount of FIA Business Last Year

Amount of FIA Business This Year

Total Life Insurance Business Last Year (Target Premium)

Method(s) Used to Get In Front of Clients

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Leads from Seminars/Workshops Per Month

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Leads from TV Per Month

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Leads from Client Appreciation Events Per Month

Marketing / Programs that Interest You

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