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Questionnaire for Investment Professional Leadership Program

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Investment Professional Leadership Program - Application Questionnaire

Personal Information

First Name

Last Name

Organization Name

Onboarding Questions

1. How did you arrive at this point in your career, and what compelled you to become an investment professional?

1. What are you hoping to gain from this program? What does success look like? How will you measure that success?

2. What's keeping you up at night? What are the urgent issues that distract you on a daily or weekly basis? What are less urgent but critical issues that you see looming on the horizon?

3. Tell us about your practice: a. How many households do you serve?

b. Do you focus on a particular market segment?

c. What type of products do you provide your clients - either directly or by referral?

d. How many people are on your team? What do they do?

4. Tell us about your investment philosophy. When asked to articulate your investing principles, what do you say?

6. Tell us about your client service philosophy. What do your clients expect from you and how do you fulfill those needs?

5. How did you hear about the program?

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