Excited To Meet Together | Pullman Marketing

Looking Forward To Our Call Together!

Pre-Meeting Preparation

Hey, to get the most value out of our upcoming meeting please take just 2-minutes and provide more context on your firms current state. I want to understand your situation, and if I can help, I’ll build you a plan of attack.

What best describes your practice?

Independent RIA

Broker-dealer affiliated

Fee-only financial planner

Insurance-based advisor

Other

How many seminars or dinner events do you run per year?

1–3

4–8

9–15

16+

I haven't started yet but I'm planning to

Where do you feel like you're losing the most people right now?

Registration -> not enough people signing up

Attendance -> registered but didn't show

Follow-up -> attended but never booked an appointment

Appointments -> booked but cancelled or ghosted

All of the above

Roughly how many leads from the last 6 months would you consider "dead" or gone cold?

Under 25

25–75

76–150

150+

I honestly don't know

What's the one thing you're hoping we can help you fix on this call?

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