FAQs for Advisors

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Overview and Qualification

WHAT IS THE WOMEN'S CHOICE AWARD FOR FINANCIAL ADVISORS?
WHAT ARE THE BENEFITS OF THE WOMEN'S CHOICE AWARD?
HOW DOES THE WOMEN'S CHOICE AWARD DIFFER FROM OTHER AWARDS?

Surveys

IS THE SURVEY PART OF THE QUALIFICATION PROCESS?
WHY IS A SURVEY PART OF THE WOMEN’S CHOICE AWARD FINANCIAL ADVISOR PROGRAM?
WHAT IS THE COST OF THE SURVEY, AND WHAT RESULTS WILL I RECEIVE?
WHAT ABOUT MY CLIENT’S PRIVACY?
I RECENTLY SURVEYED MY CLIENTS. CAN I USE THOSE SURVEY RESULTS TO QUALIFY FOR THE WOMEN’S CHOICE AWARD, OR MUST I SURVEY MY CLIENTS AGAIN WITH YOUR PROPRIETARY SURVEY?
CAN I CUSTOMIZE THE WOMEN’S CHOICE AWARD SURVEY TO MEET MY SPECIFIC NEEDS?
HOW OFTEN MUST I SURVEY MY CLIENTS TO MAINTAIN MY STATUS AS A WOMEN’S CHOICE AWARD® FINANCIAL ADVISOR?
MY CLIENTS ARE OLDER AND MANY DON’T RESPOND TO EMAILS - CAN THIS SURVEY BE MAILED, AND IS THERE AN ADDITIONAL COST?
MY BUSINESS PARTNER AND I HAVE ALL OF OUR CLIENTS IN COMMON – DO EACH OF US NEED TO SURVEY THE CLIENTS?
I WORK IN A TEAM PRACTICE GROUP, WHERE SOME CLIENTS ARE SHARED, BUT MOST ARE NOT. IS THERE A DISCOUNT FOR THE GROUP?
HOW DOES THE SURVEY PROCESS WORK, AND HOW LONG WILL IT TAKE?
WHAT IF THE SURVEY RESPONSES DISQUALIFY ME FROM RECEIVING THE AWARD? CAN I DO THE SURVEY AGAIN? WHEN? HOW OFTEN? ADDITIONAL COST?

Listings and Marketing

ONCE I RECEIVE THE AWARD, HOW AND WHERE WILL MY INFORMATION BE LISTED?
WHAT IF I WANT TO REAP THE MAXIMUM MARKETING BENEFITS OF MY AWARD RECOGNITION BY LEVERAGING THE AWARD IN ALL OF MY OUTREACH?
WHAT IS INCLUDED IN THE ENHANCED LISTINGS?

Pricing

IS THERE A DISCOUNT IF I SIGN UP FOR MORE THAN ONE YEAR AT THE TIME?
DO I RECEIVE DISCOUNTS THE LONGER I STAY IN THE PROGRAM?
DO I NEED TO PAY THE FEE FOR THE SURVEY AND ENHANCED MARKETING PROGRAM UP FRONT, OR CAN I MAKE MONTHLY PAYMENTS?

Other Information

DO YOU HAVE TRAINING PROGRAMS TO HELP ME ATTRACT AND RETAIN WOMEN CLIENTS? ARE ANY INCLUDED IN THE COST OF THE PROGRAM?
IF I STILL HAVE QUESTIONS, IS THERE SOMEONE THAT I CAN CALL?