Advisors Survey
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Name
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First
Last
Email
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Mobile Phone
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Service, Support & Value
On a scale from 1 to 5, how would you rate the overall quality of the services provided by Gibbs Wealth? (1 = Very Poor, 5 = Excellent)
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1
2
3
4
5
How effectively do you feel Gibbs Wealth helps you in acquiring new clients and growing your business? (1 = Not Effective, 5 = Very Effective)
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1
2
3
4
5
What specific services or types of support do you find most valuable in your role?
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Are there any additional services or support you believe are currently missing but would significantly benefit your business?
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Goals & Vision
What are your short-term business goals (next 1-2 years) and how can Gibbs Wealth assist you in achieving them?
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What are your long-term business goals (3-5 years or more) and what support do you anticipate needing to accomplish them?
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Personal Insights & Future Vision
What are the most important personal values or priorities you hold that influence your business decisions?
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How do you see your relationship with Gibbs Wealth evolving over the next few years?
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What future improvements or additions would you like to see from Gibbs Wealth to better support your business? (Check all that apply)
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Enhanced Service and Support
Improved Technology
Higher Quality Marketing
Additional Investment Offerings
Other (please specify)
Other (please specify)
Are there any specific changes or innovations that you believe would make a significant positive impact on your experience with us?
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Website
SUBMIT
Contact Info
(678) 694-8770
dan.mowery@gibbsfinancialgroup.com
Our Location
3980 Old Milton Parkway
Alpharetta, GA 30005
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