FVA High Ticket DDS Questionnaire

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When it comes to working with your assistant (virtual or in-house), what's your single biggest challenge?

How long have you been a financial advisor?

0-2 years

3-5 years

6-10 years

11+ years

Clear selection

What's your current situation with an assistant?

Never had an assistant

Currently have an in-house assistant

Have more than one assistant

Don't have one currently but had one in the past

Clear selection

If we were to create a product, program, or service that helps you overcome this specific challenge (and you had to choose just one), which of the following are you most likely interested in to teach you how to train and work with an assistant?

Online course - at your own pace

Live in-person event - 2-3 days

Group coaching - 6-8 weeks

Personalized one-on-one coaching - 3-6 months

Clear selection

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