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What do you feel is your biggest obstacle that is preventing you from getting your desired results?

I don’t have the time to learn how to invest

I don’t know where to begin

I don’t have the education to become a successful investor

I don’t feel like my financial advisor is doing a good job for me

What do you think it is costing you by not doing anything to fix this situation?

I am missing out on the best bull market in US history

My accounts are less than where it should be for someone my age

I am afraid I wont have enough money to retire

I don’t think it is costing me anything

If you work with us, what is the main result that you want to achieve?

I want to earn higher returns than what I am earning now

I want to quit my job and retire earlier

I want to take control of my own financial future and not rely on an advisor

I want to create a second stream of income

What does a successful outcome look like to you?

I am making double digit returns consistently

I have created a second stream of income

I can fire my financial advisor

I am on track to meet my retirement savings goal

How Willing and Able are you to invest in your future right now?

I have the financial resources to invest in my future right now

I have access to the financial resources to invest in my future right now

I don’t have any financial resources to invest in my future right now

If accepted, how soon can you get started?

I want to start yesterday

In the next 30-60 days

I want to start in six months or longer

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