2. Review your recommended survey
Your coach will provide a recommended survey that reflects your goals.
The questions we recommend will reflect the key goals you defined as part of step one. Those questions are drawn from Absolute Engagement's extensive bank of questions, which are tested as part of our extensive, on-going investor research. They may also be pre-approved by your compliance department; either way, we'll help you get the approvals you need. If your goals suggest the need for customized questions, we can provide an enhanced service to develop, program and report on those questions.
3. Invite your clients to provide input
We'll provide you with everything you need to invite and encourage your clients to provide their input.
You'll access a sleek and modern survey, embedded within an invitation that will help you achieve the highest possible response rates. You can invite clients directly, or we can manage the distribution in a way that is still personalized to you or your advisors.