"I specialize in business insurance and employee benefits with Ohio National Financial Services. This company provides excellent service and has the products and support I believe I'll need to be of help.
"I'm conducting a survey of businessowners and executives, like yourself, in order to understand the attitudes and feelings businesspeople have toward some planning ideas, and to learn the reasons why certain financial products and services may be more useful than others. The questions I have would take about 15 minutes to review with you, and the answers you share would be a big help. Of course, our discussion will be completely confidential.
"Would you mind sharing a few minutes?" (If no, ask questions.)
Then proceed with questions about participants'...
- Occupation, Profession, or Business;
- Social or Recreational Interests;
- Wealth Building Philosophy;
- Past Use of Financial Products and Services;
- Expectations; and
- Communications Network.
Plus...
- What they look for in a financial services provider;
- What their most important financial security concerns are; and
- How they prefer being approached by financial services professionals.
