Page 1

2013 CPG Survey

Thank you for completing the 2013 CPG Survey! Your feedback is important as we gather information on each CPG
owner/ member and look for your input on discussion topics as we build the agenda for the CPG All Member Meeting at
Ignite (Cambridge National Conference) on Wednesday, September 25th.

1 . CPG Owner/ Member Information
Rep Name:
Entity Name:

2 . Practice Type

*'Personal Producer

*'Branch Manager with Personal Production

*'Branch Manager without Personal Production

3 . Business Ownership

'*Sole Proprietor

*'Partnership

*'LLC

'*S-Corp

*'C-Corp
Other (please specify)




Page 2


Page 3


Page 4
2013 CPG Survey
11 . What areas/services are most important and of most interest for your business?

M|.Peer Networking/Focus Groups

M|.Business Consulting

M|.Marketing Strategies

M|.Operational Efficiencies

M|.Product Knowledge

|.MFee Based Platforms

M|.Financial Planning Software

M|.Retirement Plan Support

M|.Group Coaching Program

M|.Office/Branch Recruiting

|.MOffice Staff Training

M|.Rep-Advisor Sales Training

M|.Customized Marketing Collateral

M|.Social Media Marketing

M|.Social Media Support

M|.Branch Builder Training

M|.Branch Conference Support

M|.HR Essentials (support)

|.MVirtual Assistant

M|.Acquisition Support
Other (please specify)


12 . How many times have you logged into the CPG Intranet site?

'*0


Page 5
*'1-3

'*4-6

*'7-10

*'10+
2013 CPG Survey
13. What information about your fellow CPG members or tools would be beneficial to have
on the CPG Intranet site?

^^


""


14. For CPG members attending Ignite ( 2013 National Conference - Scottsdale), what
topics would you like to discuss in wor king groups? (e.g. succession planning exercise
from Premier Club, acquisitions, money m anagement, etc.)

^^


""

Page 6