Test Funnel
The post Test Funnel by Zipal Patel appeared first on Benzinga . Visit Benzinga to get more great content like this.
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PCM Funnel
Step 1 of 12
8%
Which Industry Best Describes Your Work? (Required)
Technology
Healthcare
Real Estate
Financial Services
Professional Services
Other
What Do You Need Help With? (Required)
Taxes
Financial Planning
Retirement Planning
Investment Management
Unsure
How Old Are You? (Required)
30 or Under
31-40
41-50
51-60
61-72
73 or Over
What Type of Assets Do You Own? (Required)
Cash
Retirement Accounts
Bonds and/or Bond Funs
Stocks, ETFs and/or Mutual Funds
Other Assets (Real Estate, Collectibles, Etc.)
When Do You Plan to Retire? (Required)
I am currently retired
In Less than 1 Year
1-5 Years
6-10 Years
11+ Years
What Matters the Most to You About This Next Chapter of Life? (Required)
Travel
Time with loved ones
Peace of mind
Legacy
Freedom to pursue passions
Who Do You Most Want to Take Care of in Your Financial Future? (Required)
Spouse/partner
Children
Grandchildren
Aging parents
A cause I care about
A You a Business Owner? (Required)
Yes
No
Please Estimate Your Total Investable Assets (Required)
More than $10M
$5M-$10M
$2M-$5M
$1M-$2M
Less than $1M
$500,000-$1M
$250,000-$500,000
$100,000-$250,000
Less than $100,000
What Legacy Do You Hope to Leave Behind? (Required)
Security for family
Memories
Charitable impact
Family business/property
Values and wisdom
If A Trusted Expert Could Solve One Money Worry, What Would It Be? (Required)
Making savings last
Pay less tax
Grow investments
Protect family
Retire when I want
Name (Required) Email (Required)
Zipcode (Required)
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The post Test Funnel by Zipal Patel appeared first on Benzinga . Visit Benzinga to get more great content like this.