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  5. External Partners Survey

External Partners Survey

 
 
Northern California Region

External Partners Survey
 
 
Thank you for participating in the Northern California Region External Partners Meeting. As a follow up, we would like to provide a comprehensive partners directory for our Complex Managers and Complex Business Development Officers with your coverage information and business development resources.

Please complete the following online survey by March 7th so this can be utilized for 2014 business planning. We request only submission per company, thank you.
 
 
 
General Information:
 
 
Company
   
 
 
Please indicate your exposure to the MS Platform: (Select all that apply)
 
Annuity
 
Brokerage
 
ETF
 
Insurance
 
Mutual Fund Advisory
 
Offshore Funds
 
SMA
 
UMA
 
UIT
 
Other
 

 
Divisional Contact Information:
First Name : 
Last Name : 
Address  : 
Apt, Suite, Floor : 
City : 
State : 
Zip : 
Phone : 
Email Address : 
 
Regional Contact Information
First Name : 
Last Name : 
Address  : 
Apt, Suite, Floor : 
City : 
State : 
Zip : 
Phone : 
Email Address : 
 
 
Coverage Area:
   
 
Regional Contact Information
First Name : 
Last Name : 
Address  : 
Apt, Suite, Floor : 
City : 
State : 
Zip : 
Phone : 
Email Address : 
 
 
Coverage Area:
   
 
Regional Contact Information
First Name : 
Last Name : 
Address  : 
Apt, Suite, Floor : 
City : 
State : 
Zip : 
Phone : 
Email Address : 
 
 
Coverage Area:
   
 
 
Professional Development
 
 
Please indicate the areas of training that can be provided (Select all that apply)?
 
Business Development
 
Investment Management
 
Leadership/Management Programs
 
Practice Management
 
Support Staff Programs
 
Wealth Management
 
Wellness/Life Management
 
Other
 

 
 
Please provide program titles or additional information for any boxes selected above.
 
 
Business Development:
   
 
 
Investment Management:
   
 
 
Leadership/Management Programs:
   
 
 
Practice Management:
   
 
 
Support Staff Programs
   
 
 
Wealth Management:
   
 
 
Wellness/Life Management:
   
 
 
Other:
   
 
 
Keynote Speakers
 
 
List of available Internal Speakers
   
 
 
List of available External Speakers
   
 
 
MS Regional/Complex Events
 
 

Please indicate the programs you would like to participate in:

 
Client Events/Seminar
 
MS Management Meetings
 
New Financial Advisor Training
 
Support Staff Training
 
2014 Regional Advisor Summit (Top 100)

 
 
Additional Comments: