Level Up Community Form - Elite Advisor Network

Name*

Title*

Email*

Phone*

Office Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Shoe Size*

Shirt Size*

What do you like to do when you're not working and for self-care?*

What weaknesses hold you back from achieving what you want to achieve?*

What three books have you read that have influenced you most?

What are some songs or movies that have influenced you the most?

Tell us about your family...*

Professional Information

Years of experience as an administrator*

How long do you plan on remaining as an administrator?*

In what industries have you worked as an administrator?*

What is the highest level of education you have?*

How many advisors do you currently work with?*

Main Advisor's Name

Quality of your communication

What is your relationship like with your main advisor?*

What are your main job duties?*

How many team members do you work with?*

Are you employed by:*

What is the name of your company?*

What is your employment statues?*

How is your physical office set up? Do you have a closed space?*

Who is your broker dealer/RIA?*

What are your professional goals for the next three years?*

What is a frustration you are struggling with? Be specific.*

What is your ideal work situation? Your job duties and work environment.*

What do you want to gain the most from this community in the next six months?*

What do you bring to the community that will make it better?*

A copy of your responses will be emailed to the address you provided.

Email

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