Confidential Questionnaire (50 pack)

The difference between average and superior results in your practice is truly understanding the thoughts and motivations of a potential new client.

Based on feedback from you, our clients, we've worked hard to provide you with this powerful tool.

The Confidential Questionnaire (CQ) is specifically designed to be short and non-threatening for your prospects to fill out. Many planners have experienced the frustration of not being able to get the prospect to complete the questionnaire simply because the client feels it appears long and complicated. You will notice the two-page format gives the viewer the feeling that it can be completed without a great deal of effort.

The CQ has many purposes. Most planners believe it is just a tool to find out about a client and what she is doing with her money. This is only one of its uses. A more powerful use of the CQ is to gain a clearer understanding of your client's thinking. When you understand the thought process as to why a person is doing what she is doing and the rationale behind what she has already done; you now have a powerful resource tool. Many sales opportunities are lost simply because you may not be asking the right questions that could help you achieve greater insight into a potential new client's thinking. Knowing what she is thinking and why she has what she has is quite different from just knowing what she has.

The Confidential Questionnaires come in packs of 50.

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