Sample Booklet
The Wealth Index Questionnaire is a small booklet we give to our customers to complete in the first meeting. It's an integral part of our system.
Upon completing the Index Questionnaire, we prepare a beautiful 18-page personalized Index Results Report, which we review with our clients in their second meeting.
The Index Booklet and Results Report will allow your client to make better financial decisions, as well as increase interest and build deeper relationships.
| Sample Wealth Index Questionnaire Booklet |
| Use the buttons at the bottom to scroll through the Sample Questionnaire pages or to enable full-screen viewing |