Background

Name
Address
Telephone
Email Address
Years living in same geographical area? Years selling retail financial products? Licenses?
Previous occupation(s)?
Important, active non-business affiliations? (associations, clubs, etc.)
Other activities or interests in which you participate?
Do you (check all that apply)?:	Advertise Public Relations Workshops/Seminars Prospect Systematically Direct Mail
Exactly how do you answer the questions, "What do you do?"
What three things do you most want to be known for by your markets?
What three things do your clients (or friends, if you are new to retail financial services) most often say about you?
What types or groups of people do you know you work best with?
Social Style Profile score (only if actually tested)
Myers-Briggs or Kiersey Temperament Sorter score (4 letters)
Anything you wish me to know before we speak?

Click Submit once to transmit.