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Financial Services Assessment

FINANCIAL SERVICES ASSESSMENT

For a scope of work and quote, please complete the following form.

Name *

First

Last

Company *

Email *

Phone *

Firm Size

The number of people employed at your firm including admin, marketing, HR, etc.

How many of these people are advisors?

What is your compensation model?

What is your product focus?

Insurance
Investments
Retirement Income
Tax Planning
Other

Select All That Apply

How do you describe your firm?

Friendly, Family Atmosphere
Expertise, Experience
Elegant, Sophisticated
Innovative
Navigation, Guidance
Other

Select all that apply

If you selected "Other" please explain

Client Focus

All
Next-Gen/Gen Y
Gen X
Baby Boomers
High Net Worth
Ultra High Next Worth
Middle America
Small Business Owners
Middle Market Companies
Large Enterprises

Select all that apply

Do you have any of these strategic needs?

Brand Awareness
New Business
Sale- Marketing Alignment
Recruitment
Culture Building
Immediate Initiatives (e.g., Product Launch)
M&A
Markets Planning
Other

Is your company interested in any of these services?

New Name
Brand Story and Messaging
Logo, Look and Feel
Recruitment Brochure
Client Brochure
Website Design
Website Content
Roadmap
Social Media Management
Campaigns
Events
Advertising and PR
Other

Select all that apply

If you selected "Other" please explain

Are you interested in the Sundragon Brand Refresh?

Yes
No
Maybe, I'd like to learn more about it

How did you hear about us?

Additional Comments

Email

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