Advisor Success Survey
Your response is appreciated!
How successful are you with scheduling follow-ups after the initial appointment?
More than 50%
50%-30%
30%-20%
20%-10%
Less than 10%
Unsure
On average, how many follow-up meetings does it take to convert a prospect from Money Pickle into a paying client?
1-2
3-5
6-9
10+
Unsure
How many prospects from Money Pickle are still in your pipeline?
0-1
2-4
5-7
8-10
11+
Unsure
How likely are you to recommend Money Pickle to other financial advisors?
5 - Very Likely
4 - Likely
3 - Somewhat Likely
2 - Unlikely
1 - Very Unlikely
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