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Women's Study Group (2)
Thank you for taking the time to answer this short survey. Your responses will only be used to better prepare the group facilitators for the sessions. We look forward to seeing you soon!
Your Name
*
First
Last
Your Title
Professional Designations
Business Name
Number of years in the business
Specific area(s) of focus in your practice, if any
Estate Planning
Business Market
Retirement Planning
Women's Issues
Tax Planning
Other
Other
What are your biggest challenges as a financial professional?
Maintaining work/life balance
Juggling multiple priorities
Career advancement or achieving professional respect
Moving past gender stereotypes
Pay gaps/pay concerns
Finding adequate mentors
Incorporating risk management discussions into my client conversations
Understanding how I can use life insurance as a post-retirement solution for my clients
Understanding the long term care needs of my clients
Other
Other
What are you hoping to gain from your participation in this group??
General educational content
Finding opportunities for business development
Understanding how to prospect for clients
Learning how to work with clients and build relationships
Understanding how to create unique tax efficient allocation strategies for my clients
Other
Other
Would you like to schedule a Case Consultation Meeting for Friday, October 11 once the regular sessions have ended?
Yes, please reach out to schedule a meeting for Friday, October 11
I would like to discuss a case prior to the Elite Study Group
No, not at this time
Private, 20-minute meeting can be scheduled the afternoon of Friday, October 11th to discuss case ideas and opportunities. We'll follow up individually with details and options.
Anything else you'd like us to know? Please include any dietary restrictions.
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