Help shape our 2017 Business Development Campaign Survey

Question Title

1. For 2017 which are your key priorities? (Required.)

Expanding into new product or areas of client need

Other ( please state in the box below )

Increasing my client base

Building my professional connections

Running my practice more profitably

Other (please specify)

Question Title

2. Which of these would you appreciate ideas and support on? (Required.)

	Very Important	Important	Unimportant	Very Unimportant
Attending more valuable events or webinars	Attending more valuable events or webinars Very Important	Attending more valuable events or webinars Important	Attending more valuable events or webinars Unimportant	Attending more valuable events or webinars Very Unimportant
Better client communications - website / e comms / newsletters / events etc	Better client communications - website / e comms / newsletters / events etc Very Important	Better client communications - website / e comms / newsletters / events etc Important	Better client communications - website / e comms / newsletters / events etc Unimportant	Better client communications - website / e comms / newsletters / events etc Very Unimportant
Help with CPD	Help with CPD Very Important	Help with CPD Important	Help with CPD Unimportant	Help with CPD Very Unimportant
Help with recruitment	Help with recruitment Very Important	Help with recruitment Important	Help with recruitment Unimportant	Help with recruitment Very Unimportant
Ways to offer a service to clients with lower income or capital	Ways to offer a service to clients with lower income or capital Very Important	Ways to offer a service to clients with lower income or capital Important	Ways to offer a service to clients with lower income or capital Unimportant	Ways to offer a service to clients with lower income or capital Very Unimportant
Creating value in my business for a future / eventual exit	Creating value in my business for a future / eventual exit Very Important	Creating value in my business for a future / eventual exit Important	Creating value in my business for a future / eventual exit Unimportant	Creating value in my business for a future / eventual exit Very Unimportant
Building my professional connections	Building my professional connections Very Important	Building my professional connections Important	Building my professional connections Unimportant	Building my professional connections Very Unimportant
Ways to run my practice more cost efficiently	Ways to run my practice more cost efficiently Very Important	Ways to run my practice more cost efficiently Important	Ways to run my practice more cost efficiently Unimportant	Ways to run my practice more cost efficiently Very Unimportant
Working on our investment proposition	Working on our investment proposition Very Important	Working on our investment proposition Important	Working on our investment proposition Unimportant	Working on our investment proposition Very Unimportant
Help in due diligence on platform selection	Help in due diligence on platform selection Very Important	Help in due diligence on platform selection Important	Help in due diligence on platform selection Unimportant	Help in due diligence on platform selection Very Unimportant
Finding cost effective sources of new client leads	Finding cost effective sources of new client leads Very Important	Finding cost effective sources of new client leads Important	Finding cost effective sources of new client leads Unimportant	Finding cost effective sources of new client leads Very Unimportant

What other areas do you want to focus on for your business?

Question Title

3. Which of these would you like to develop in 2017 ?

(Required.)

	Important	Very Important	Unimportant	Very Unimportant
Use of ethically directed investments	Use of ethically directed investments Important	Use of ethically directed investments Very Important	Use of ethically directed investments Unimportant	Use of ethically directed investments Very Unimportant
Health Insurance	Health Insurance Important	Health Insurance Very Important	Health Insurance Unimportant	Health Insurance Very Unimportant
Use of model portfolios	Use of model portfolios Important	Use of model portfolios Very Important	Use of model portfolios Unimportant	Use of model portfolios Very Unimportant
Corporate Protection - key man, business succession, relevant life etc	Corporate Protection - key man, business succession, relevant life etc Important	Corporate Protection - key man, business succession, relevant life etc Very Important	Corporate Protection - key man, business succession, relevant life etc Unimportant	Corporate Protection - key man, business succession, relevant life etc Very Unimportant
Equity Release	Equity Release Important	Equity Release Very Important	Equity Release Unimportant	Equity Release Very Unimportant
Drawdown / at retirement market	Drawdown / at retirement market Important	Drawdown / at retirement market Very Important	Drawdown / at retirement market Unimportant	Drawdown / at retirement market Very Unimportant
Auto Enrolment Business	Auto Enrolment Business Important	Auto Enrolment Business Very Important	Auto Enrolment Business Unimportant	Auto Enrolment Business Very Unimportant
Defined Benefit Transfer Analysis	Defined Benefit Transfer Analysis Important	Defined Benefit Transfer Analysis Very Important	Defined Benefit Transfer Analysis Unimportant	Defined Benefit Transfer Analysis Very Unimportant
Use of Thematic Investments	Use of Thematic Investments Important	Use of Thematic Investments Very Important	Use of Thematic Investments Unimportant	Use of Thematic Investments Very Unimportant
Use of Peer to Peer Lending	Use of Peer to Peer Lending Important	Use of Peer to Peer Lending Very Important	Use of Peer to Peer Lending Unimportant	Use of Peer to Peer Lending Very Unimportant
Retail protection - IP, CI etc	Retail protection - IP, CI etc Important	Retail protection - IP, CI etc Very Important	Retail protection - IP, CI etc Unimportant	Retail protection - IP, CI etc Very Unimportant
Use of alternative investments ( VCT/ EIS etc )	Use of alternative investments ( VCT/ EIS etc ) Important	Use of alternative investments ( VCT/ EIS etc ) Very Important	Use of alternative investments ( VCT/ EIS etc ) Unimportant	Use of alternative investments ( VCT/ EIS etc ) Very Unimportant
Use of ETFs	Use of ETFs Important	Use of ETFs Very Important	Use of ETFs Unimportant	Use of ETFs Very Unimportant
Income Investments	Income Investments Important	Income Investments Very Important	Income Investments Unimportant	Income Investments Very Unimportant
General investment information	General investment information Important	General investment information Very Important	General investment information Unimportant	General investment information Very Unimportant
Choosing and using a DFM	Choosing and using a DFM Important	Choosing and using a DFM Very Important	Choosing and using a DFM Unimportant	Choosing and using a DFM Very Unimportant
Protected investments / capital secure etc	Protected investments / capital secure etc Important	Protected investments / capital secure etc Very Important	Protected investments / capital secure etc Unimportant	Protected investments / capital secure etc Very Unimportant
Mortgage business	Mortgage business Important	Mortgage business Very Important	Mortgage business Unimportant	Mortgage business Very Unimportant

Other (please specify)

Question Title

4. Thinking about provider events - is there anything you would really welcome - a subject or issue that you think would benefit your business?

Question Title

5. Can you think of anything - a service or any kind - that isn't to your knowledge available which would really help you develop your business - either from FS providers or elsewhere?

Help shape our 2017 Business Development Campaign

Only 5 questions and a chance to win a Fortnum and Mason Christmas Hamper

Question Title

1. For 2017 which are your key priorities? (Required.)

Question Title

2. Which of these would you appreciate ideas and support on? (Required.)

Question Title

3. Which of these would you like to develop in 2017 ?

(Required.)

Question Title

4. Thinking about provider events - is there anything you would really welcome - a subject or issue that you think would benefit your business?

Question Title

5. Can you think of anything - a service or any kind - that isn't to your knowledge available which would really help you develop your business - either from FS providers or elsewhere?

Question Title

6. Please state your email address and we will enter you for our Prize Christmas Hamper Draw - thanks

Question Title

* 1. For 2017 which are your key priorities? (Required.)

Question Title

* 2. Which of these would you appreciate ideas and support on? (Required.)

Question Title

* 3. Which of these would you like to develop in 2017 ? (Required.)

Question Title

* 4. Thinking about provider events - is there anything you would really welcome - a subject or issue that you think would benefit your business?

Question Title

* 5. Can you think of anything - a service or any kind - that isn't to your knowledge available which would really help you develop your business - either from FS providers or elsewhere?

Question Title

* 6. Please state your email address and we will enter you for our Prize Christmas Hamper Draw - thanks

1. For 2017 which are your key priorities? (Required.)

2. Which of these would you appreciate ideas and support on? (Required.)

3. Which of these would you like to develop in 2017 ?

(Required.)

4. Thinking about provider events - is there anything you would really welcome - a subject or issue that you think would benefit your business?

5. Can you think of anything - a service or any kind - that isn't to your knowledge available which would really help you develop your business - either from FS providers or elsewhere?

6. Please state your email address and we will enter you for our Prize Christmas Hamper Draw - thanks