Page 1 of 4

Financial Services Marketing Event

1. Which area of financial services are you in

*

You can select multiple options

2. How long have you been in the industry?

*

A

0–1 year

B

1–3 years

C

3–5 years

D

5-10 years

E

10 years +

3. Which of the following best describes you?

*

A

I own my own business

B

I am self-employed in another business

C

I am employed by another business

D

I am in a support/admin role

E

Other

4. Which topics interest you the most?

*

5. Please rank which topics interest you the most:

*

Use the up and down arrow keys to change the rank.

1

Lead generation (online/offline)5

1

Sales and closing techniques

1

Personal branding

1

Mindset and performance

1

Business growth strategy

1

Team building & recruitment

1

Marketing & content creation

6. What kind of event format do you prefer?

*

A

Small and interactive (10–20 people)

B

Mid-size with a mix of speakers, networking & workshops

C

Larger event with multiple speakers, breakout sessions & networking (100+ people)

Top of the list = most interesting