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The 401(k) Advisor Playbook Assessment
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Email
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Record my email address with my response
Let's take your 401(k) business to the next level!
To kick things off, let's get a solid grasp of your current standing in the industry. Having this clear picture is incredibly helpful—it directs us to where we can concentrate our efforts for quick, impactful gains. And by integrating The 401(k) Advisor Playbook into our strategy, we'll lay a strong foundation for a tailored roadmap to your success.
After you complete the assessment, I'll email you a framework to help you make the needed adjustments.
Let's jump in.
Andy,
Name
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Your answer
When you reflect on your 401(k) work, do you feel a sense of fulfillment in knowing you're making a real impact in the lives of the plans and people you serve?
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Low
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High
When you start your workday, do you feel comfortable and confident in knowing what needs to be done to generate leads to fuel your growth?
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Low
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High
Do you feel confident in your expertise and experience to deliver solid results for your clients?
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Low
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High
How confident are you that you’re charging what your services are truly worth?
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Low
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High
How confident are you in your current lead generation process and that if followed it will produce the leads you need to get your business to the next level?
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Low
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High
On a scale from 1 to 10, how comfortable are you with regularly sharing useful content with prospects to build relationships and stay top-of-mind?
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Low
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High
I have a clear understanding of who my ideal 401(k) prospects are and what they truly need and value?
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Low
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High
Do you have a proprietary service model to support a more premium pricing strategy and make sales easier?
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No
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Yes
On a scale of 1 to 10, with 1 being very rarely and 10 being very frequently, how often do your Centers of Influence (COIs) provide you with consistent introductions to new prospects or clients?
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Have you put in place any accountability measures, or are you feeling like you're navigating this journey on your own?
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On My Own
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Strong Accountability
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