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Do you want to scale your business?

We're looking to invest in one great business per month. Will it be yours?

Which best describes you? *

I am a life insurance agent / Financial adviser

I have some other type of business

What do you need help with the most? *

Having a system to talk to to and close advisory/life clients

Getting in front of more, qualified prospects for financial services or life insurance/annuities

Scaling an agency

What's your favorite way to meet new people for your business? *

Calling leads/working the phones

Sending emails

Using Facebook or other online places

Meeting them through friends

Pay an agency to advertise

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Go back from the beginning ➜

What would you like to do in your business? *

Increasing revenue

Getting new customers/clients

Building a company/personal brand

Other

How do you usually find people who would be interested in your product? (You can pick more than one) *

When people tell their friends about me

When I put ads on the internet

At events where I meet people

By sharing stories and info about what I do

By working with a marketing agency.

Some other way

What's the toughest part about making someone your customer?*

Understanding what they really need

Showing them I have the right thing for them

Keeping in touch until they're ready

Getting them to say "yes"

Something else

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Do you want to scale your business?

Which best describes you? *

What do you need help with the most? *

What's your favorite way to meet new people for your business? *

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What would you like to do in your business? *

How do you usually find people who would be interested in your product? (You can pick more than one) *

What's the toughest part about making someone your customer?*

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