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What is your local time zone?
Alaska Time (America/Anchorage)
Argentina Time (America/Argentina/Buenos_Aires)
Atlantic Time (America/Halifax)
Atlantic Time (America/Puerto_Rico)
Atlantic Time (Atlantic/Bermuda)
Central Time (America/Chicago)
Central Time (America/El_Salvador)
Central Time (America/Mexico_City)
Colombia Time (America/Bogota)
Eastern Time (America/Indiana/Indianapolis)
Eastern Time (America/New_York)
Eastern Time (America/Panama)
Greenwich Mean Time (GMT)
Hawaii-Aleutian Time (America/Adak)
Hawaii-Aleutian Time (Pacific/Honolulu)
Mountain Time (America/Denver)
Mountain Time (America/Mazatlan)
Mountain Time (America/Phoenix)
Newfoundland Time (America/St_Johns)
Pacific Time (America/Los_Angeles)
Pacific Time (America/Tijuana)
Peru Time (America/Lima)
Venezuela Time (America/Caracas)
Years in Industry
Are you an Investment Adviser Representative with an RIA?
Are you securities licensed?
Who is your Broker Dealer?
Are you affiliated with any Independent Marketing Organizations (IMOs)?
Name(s) of IMO(s)
Assets Under Management
Enter total without decimals or commas
Enter previous year total without decimals or commas
How many Advisors work in your personal practice?
Do you share clients with another Advisor?
Name(s) of Advisor(s) with whom you share clients
Do you have an administrative assistant or other support staff who supports your practice?
What percentage of your practice revenue is fee versus commission-based?
Approximately how many current clients are in your book?
What percentage of your book has a current email address?
Is your client base segmented (e.g. A, B, C Clients)?
How do you utilize this client segmentation to manage your practice? (e.g., contact/meeting frequency, services provided)
What is your current Client Relationship Management (CRM) software?
Gorilla (Bill Good)
I do not utilize a CRM
If "Other" please explain
How many appointments do you hold each week?
How many appointments would you like to hold each week?
How do you generate new prospects / leads?
What's Important To You?
What are your motivations for considering the Client 4 Life Management System
(select all that apply)?
More time to sell / more appointments
Deeper client relationships
Effective way to manage your practice
Better work / life balance
What are the three biggest challenges in your practice today that need a solution?
What functions of the Client 4 Life Management System™ would you be interested in deploying in your practice?
Campaign Pipeline Management
(C4L sales/service campaigns)
(Appointment Manager sets qualified appointments)
Client Checkup Calls
(Client stay-in-touch campaign process)
Practice Management Support
(Advisor Support Coordinator manages C4L / Weekly Sync Mtg)
(Real-time practice management information)
(Mobile Assistant "Talk It" process to capture meeting notes and assign tasks)
Trusted Advisor Messaging
(Monthly drip, birthday/etiquette messaging, content library)
What C4L client communications would you be interested in deploying in your practice?
Etiquette Messaging (e.g. thank you, condolence, congrats)
How did you hear about us?
C4LG Sales Team
Name of Source
Name of Source & Location
If other please explain
Will you be out of the office for a substantial amount of time over the next 90 days?