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Hello!

You are invited to participate in a 9 Month Launch Survey. It is very important for us to receive your candid feedback in order to be more effective in your training and, ultimately, in the success of your career with us.

Your survey responses will be used for the purpose of intentional conversations between yourself and your Launch Team to continuously improve your success as an FR. If you have questions at any time about the survey or the procedures, you may contact Amy Hauser at 414-659-2994 or by email at [email protected].

Thank you very much for your time and support. You may expect a follow-up call to schedule a meeting with Amy to dive deeper into conversation and employ adjustments needing to be made to your practice.

Please start with the survey now by clicking on the Continue button below.
 
 
 
On a scale of 1-5 (1 being Not Confident and 5 being Extremely Confident), please rate your confidence level in successfully conducting the following:
* Taking a client through the full Advisory Process
* Prospecting to Your Target Market
* Asking for and Receiving Referrals
* Obtaining your New Member Goal
 
 
How satisfied are you with the following:
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
* Your Partner's aptitude in preparing you for a successful career
* Opportunities/Ideas created by your CET to be introduced to prospects
* Communication between yourself & the RFO Staff
* Your JFW Mentors' styles of selling
 
 
 
* How often do you utilize the Sales Desk to help with case prep?
 
Daily
 
Weekly
 
Monthly
 
Never
 
 
 
* Explain your current plan for being introduced to prospects and obtaining New Members. What's working? What's not?
   
 
 
On a scale of 1-5 (1 being lowest, 5 being highest), rate your level of understanding of the following:
* Your Compensation
* Navigating your Dashboard
* Your Trajectory Baseline
* T1/T2/T3: Go To Market Initiatives provided by Home Office
* RFO & Home Office Incentives
 
 
 
* Today, what are the most and least favorite parts of your career?
   
 
 
 
* Today, what are the most vital areas you feel you need to improve in your career?
   
 
 
 
* What are you doing to continuously improve your sales skills and knowledge of the industry?
   
 
 
 
* Have you and your Partner talked about pursuing your FIC and/or other designations?
 
Yes
 
No
 
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