Meeting Request For Financial Advisors Meeting Request For Financial Advisors Pre-Call Questionairre Your Name (required) Email (required) Phone Business Name City & State where you operate Do you have a current customer database? YesNo How many sales do you currently average per month? How many sales would you like per month? How much is your average sale? What is your monthly marketing budget? What forms of marketing do you currently use? (Check all that apply) TVRadioBillboardSocial MediaOnline adsDirect mailPrint adsOther On average what percentage of leads turn into a sale?