2026 Planning Survey
Profile & Goals
Capacity & Team
Marketing & Channels
Funnel & Offers
Niche & Messaging
Operations & EOS
Commitments
Profile & Goals
Advisor Name
*
Total AUM Balance
*
2026 Revenue Goal
*
2026 AUM Net Inflows Goal
*
2026 Annuity Premium Goal
*
Primary Markets Served
*
Pre-retirees (55–64)
Retirees (65+)
High Net Worth
Women in Transition
Business Owners
Educators
Federal Employees
Other
Other
Top 3 Business Priorities for 2026
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Lead Generation
Brand/TV
Seminars
Referrals
COIs
Digital
Team
Operations/EOS
Client Events
Expansion
Other
Other
Biggest Constraints to Growth
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Capacity
Close Rate
Lead Quality
Follow-up
Team Gaps
Marketing Budget
Marketing Plan
Time
Consistency
Other
Other
Other Key Goals for 2026
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If you are human, leave this field blank.
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