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Introduce yourself

We're eager to know more about you and your goals. Take a few minutes to share some information about yourself. Rest assured, it's completely confidential.

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Question 1 of 13

Hello, what's your name?

Question 2 of 13

How did you hear about us?

(Select all that apply)
A

Boosting Your Financial IQ podcast

B

Business Strategy podcast

C

Google

D

Friend/Family

E

Instagram

F

LinkedIn

G

Twitter

H

Tik Tok

I

Email

J

Other

Question 3 of 13

Which of the following best describes your role?

(Select all that apply)
A

Entrepreneur/Business Owner/CEO

B

CFO

C

Division or Department Head

D

General Manager

E

Finance or Accounting Professional

F

Student

G

Other

Question 4 of 13

Which of the following best describes your current position in life?

(Select all that apply)
A

Pursuing an Education

B

Seeking Job Opportunities

C

Starting a New Position

D

Managing Financial Performance

E

Launching or Scaling a Business

F

Investing for Financial Freedom

G

Other

Question 5 of 13

How do you rate your business financial literacy skills?

A

0 (No financial knowledge)

B

1

C

2

D

3

E

4

F

5 (Average proficiency)

G

6

H

7

I

8

J

9

K

10 (Financial expert)

Question 6 of 13

Do you have financial responsibility within your organization

(Select all that apply)
A

Yes

B

No

Question 7 of 13

Why did you decide to join the community?

Question 8 of 13

Are there specific topics you would like me to discuss in more detail?

Question 9 of 13

When it comes to money and finance, what is the number one problem you are trying to overcome?

Question 10 of 13

What are your financial goals?

Question 11 of 13

What is the biggest obstacle you are trying to overcome in your business or personal life?

Question 12 of 13

I want to be an influence for good in people's lives. How can I best serve you? Can you please give me some feedback on what you like about what I offer or how I can do things differently?

Question 13 of 13

Please feel free to share anything else you want me to know. Thank you!

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