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A Message
from Jim »

Answer These 10 Questions

and One of the Nation's Top Advisors will Evaluate Your Business for FREE!

Simply fill out your information & the 10 questions below to have one of the most successful producers in the country evaluate your business.

As a special bonus, we're also offering a 1-hour tele-seminar where you can hear Jim Dew speak about some of the techniques that have made him so successful in his own practice.

First Name:
Last Name:
E-Mail:
Confirm E-Mail:
Phone:
Tele-seminar date:	Select one: Thursday, March 11, 2010 Time: 9:00am P / 10:00am M / 11:00am C / 12:00pm E Thursday, March 25, 2010 Time: 9:00am P / 10:00am M / 11:00am C / 12:00pm E
	The call is 60 minutes long with Q&A to follow.
	If either of these dates will not work for you call us at (877) 300-3011 and press 0 or email us at JimDew@300Financial.com

1. How many hours a week do you spend in actual face-to-face interaction with clients and prospects?

a. <5
b. 5-10
c. 10-20
d. Over 20 hours

2. Do you contact your new client’s accountant within 2 weeks of taking them on as clients?

a. Always
b. Sometimes
c. Never

3. Do you own a piece of the company that you submit business through?

a. Yes
b. No

4. Are you a client or investment driven practice?

Client = spend more time meeting with, talking to and helping out clients than you do looking at investments

Investment = Spend more time researching investments and studying the market than you do in actual interaction with your clients and prospects.

a. Client Driven
b. Investment Driven

5. Do you talk about investments at all during your first two meetings with a prospective client

a. Yes
b. Never

6. Do you know all your clients’ favorite beverages?

a. Yes
b. No

7. Have you sent your top 100 clients and your top 100 prospects at least 4 handwritten notes each in the last year?

a. Yes
b. No

8. Do you show clients and prospects historical returns in order to sell your investment recommendations?

a. Yes
b. Never

9. How often do you hear, “I need to think about it,” at your closing meetings?

a. <10%
b. 10%-25%
c. 25%-50%
d. Over 50%

10. What percentage of your income do you spend on marketing?

a. < 5%
b. 5%-10%
c. 10%-20%
d. Over 20%