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Client Acquisition Planning

Please complete this confidential evaluation of the training you just completed. We value your candid feedback. Please let us know what you liked and what we can do better.


A red asterisk (*) indicates required questions.

  1. What region do you represent?*
    Midwest
    Northeast
    South
    West
    PCD
    Other


  1. What is your role?*
    Capital Advisor
    Investment Specialist
    Banker
    Banker Associate
    Market Manager
    Market Administrative Officer (MAO)
    Trust Officer
    Wealth Advisor
    Fiduciary Executive
    Other


  1. The content of the course was:  *


  1. The length of the course was:  *


  1. The amount of information provided was:  *


  1. The information shared in the course will be:  *


  1. Please provide any additional information or suggestions for this training course:




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