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* Which approach does your financial adviser use to deliver their recommendations [click the '?' for definitons] |
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* What is your highest level of education? |
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* How many dependant children do you have? |
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* What is your work status? |
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* How long have you been a financial coaching and/or planning client? |
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* How many times would you talk to your financial coach or planner each year to discuss your financial plan? |
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* Have you been to other financial planners before? |
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In relation to the professionalism of your financial coach and/or planner ...
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Your financial coach and/or planner builds your self-belief for financial success by:
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Importance of guidance and direction:
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Does your financial coach's and/or planner's guidance and direction help you to:
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As a result of financial coaching and/or planning ...
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Does your financial coach's and/or planner's wealth creation approach help you to:
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Are the strategies valuable to you because:
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The education support is valuable because:
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Does the educational support help you to understand how to:
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Have the personal outcomes from the education support been:
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Communication Effectiveness
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The teaching is effective because:
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Are the financial tools useful because they help you:
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Financial coaching and/or planning has long term benefits for you such as:
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Financial coaching and/or planning has financial benefits for you such as:
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Financial coaching and/or planning has peace of mind benefits such as:
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Financial coaching and/or planning has improved your sense of financial satisfaction by:
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Financial coaching and/or planning has a positive effect on your health because of:
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Your client relationship with your financial coach and/or planner:
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As a result of financial coaching and/or planning:
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* Would you like to go into the prize draw for a $100 Gift Card? |
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| Please type you email address so we can contact you if you win: | | |
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