Carson Coaching Advisor Survey Carson Coaching Advisor Survey Name* First Last Email* Are you a current:*Carson Coaching memberCarson Partner advisorNeitherHow many years have you been an advisor?*What was your AUM as of 01/01/2020?*What was your AUM as of 07/31/2020?*What was your AUM as of 12/31/2020?*What is your 12-month trailing revenue?*How many full-time, non-advisor employees do you have?*How many new clients did you bring in during 2020?*What were your Net New Assets in 2020?*Net new assets is defined as "All New Assets Regardless of Source" minus "All Outflows Regardless of Reason." It does not include market growth.How did you feel about your business overall in 2020?*Very NegativeNegativeNeutralPositiveVery PositiveHow much did coaching help you be better prepared for and address the challenges of 2020?*Did not help at allWas not particularly helpfulNeutralWas helpfulWas extremely helpfulHow much did partnership help you be better prepared for and address the challenges of 2020?*Did not help at allWas not particularly helpfulNeutralWas helpfulWas extremely helpful
