Disclosure:
This survey is for educational and entertainment purposes only. It's not meant as legal advice and no claims are implied that if you have a low score you won't win business or if you have a high score you will win business. It's simply an assessment tool to help you identify areas you can improve your online professional brand and positioning so when plan sponsors look you up online, you have done the work to position yourself as a 401(k) advisor who's qualified to help them with their plan.
This survey is for educational and entertainment purposes only. It's not meant as legal advice and no claims are implied that if you have a low score you won't win business or if you have a high score you will win business. It's simply an assessment tool to help you identify areas you can improve your online professional brand and positioning so when plan sponsors look you up online, you have done the work to position yourself as a 401(k) advisor who's qualified to help them with their plan.