Let's see if we're a fit for your team.
I work with firms that are serious about getting their people licensed fast. A few quick questions so I know what we're dealing with before we talk.
Who am I talking to?
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What's your role?
Select
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Managing Director / Managing Partner
Director of Training
HR / Talent
Branch Manager
Others
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How many people do you need licensed in the next 12 months?
Select
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1 - 5
6 - 15
16 - 50
50+
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Which exams does your team need?
Select all that apply
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SIE
Series 6
Series 7
Series 63
Series 65
Series 66
Other
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What's your biggest licensing headache right now?
Failed attempts? Timeline pressure? Turnover? The more I know, the more useful our call will be.
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How did you find me?
Select one...
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Referral
LinkedIn
Google search
Industry event/conference
The 5 reading PDF
Other
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One last thing. If I carve out time for you, are you actually showing up?
Fair warning: No-shows get visited by a squadron of flying monkeys with serious digestive issues. Your office will never recover.
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Yes, I'll be there 🤝
No, I like monkey poop 🐒💩
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