Financial Planning Questionnaire "*" indicates required fields What is your name? First Last What is your Email Address? What is the name of your Firm? Who will own the on-boarding for Financial Planning at your firm? Name First Name Last Name What is their email address? How many Reps/Advisors do you expect will be using Financial Planning? How would you describe your primary role? Asset manager Financial planner Insurance agent Tax planner Other… Please describe... Do you currently use planning software? Yes No What has prevented you from using planning software? What has prevented you from using planning software? OtherToo expensiveToo time consumingPlanning is not central to my businessOther… Please describe... Which planning software do you use? Which planning software do you use? OtherAdvizrMoneyGuideProeMoneyMoney TreeRightCapitalNaviPlanOther Please list other software used How many plans do you write per year? 0-100 100-500 500-999 1000+ How many clients do you have? 0-100 100-500 500-999 1000+ Do you want to plan more? Yes No Of course you do! What are your biggest goals with planning? Grow your business Provide higher level of service to clients Other… What are those goals? Privacy Policy
