Consulting Advisor Experience Pre-Meeting Survey
Thank you for choosing Horizon Investments and attending our meeting. We hope you will be empowered and this meeting will help you take control of your practice.

We would like to get an understanding of what topics you are interested in. So, please rank the below topics with "1" being the topic you're most interested in discussing. Rank "other" within your top 3 choices if a topic you're most interested in is not listed. (your answers will be anonymous).

Succession Planning *
Custody *
Growth by Aquisition *
Technology *
Continuing Education *
Operations *
Trading *
Staffing *
Other *
If you ranked "other" in your top three choices, please take this opportunity to elaborate. *
Your answer
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