RIAs: Can you help me… please?

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I’d really appreciate your help with this…

I’m working on some new and exciting projects… aimed at helping advisors improve and scale their practices. And I want to make sure that I address what’s most important to you and your business.

So would you please do me a big favor by taking a couple of minutes to answer 3 questions?

Just (anonymously) tell me your single biggest challenge that you’re struggling with in your financial business, it would really help me out.

And more importantly, your response will help me focus my upcoming emails, new video series, and a summit I’m hosting to the topics you specifically want to know about, too. CLICK HERE for my super-quick survey

NOTE: there’s absolutely nothing for sale at that link or as part of this survey. I just really want to know what content I should create in 2016 and what speakers should be at the 2016 Count on Success Summit.

I’m very grateful for your help and as a token of my thanks, there a gift for you to immediately download on the Thank You Page that follows the Submission button.  No email or other contact information is asked for – you can just download an audio where I was interviews on “Marketing Smarter: Niching Your Firm”

Upwards and onwards,
Maria Marsala
Financial Advisors’ Operations Marketing Manager

P.S. The survey is really quick… please let me know how I can serve you better financial advisors in 2016. Click here to go take the survey.

P.P.S. Please invite a colleague to complete the survey too, just share the link to this survey with them. It’s http://wp.me/p6fpU8-26z