Feedback is key for us to learn where our strengths are, where there is room for improvement, and how best to move forward with achieving our goals. Please help us by filling out our Annual Sentiment Survey.
Last year ESI sent it’s first Annual Sentiment Survey to registered representatives and administrative staff in the field to get a baseline on how we are doing at a very high level. The survey was designed to assess your experience in working with ESI holistically. Are we meeting your needs? Are we helping grow your business? And most importantly ae we helping you, help your clients achieve their financial goals?
Over the past year we have spent time analyzing your responses and implementing changes that we felt would be most impactful. An example of this was the creation of the Partner Experience Group to overhaul our onboarding process and facilitate trainings for experienced producers.
The feedback we received was overwhelmingly positive, but we only heard back from 13% of you.
Be on the lookout for an email with an invitation to complete the survey on Monday September 19th.
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