What Would the Rockefellers Do?

Foreword Questionnaire

This questionnaire helps us write your foreword for your licensed copy of What Would the Rockefellers Do?. The more detailed your responses, the better your foreword will be.

Your Full Name *

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Your Company Name *

Website

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What was your journey to becoming a financial advisor, including any pivotal moments that shaped your approach? *

What was your journey to becoming a financial advisor, including any pivotal moments that shaped your approach? (Audio)

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How would you describe your core philosophy about wealth building and legacy planning? *

How would you describe your core philosophy about wealth building and legacy planning? (Audio)

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How do you know Garrett Gunderson, and what has your relationship with his work been like? *

How do you know Garrett Gunderson, and what has your relationship with his work been like? (Audio)

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What was your first impression of What Would the Rockefellers Do?, and how has it specifically impacted your practice? *

What was your first impression of What Would the Rockefellers Do?, and how has it specifically impacted your practice? (Audio)

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Which specific concepts from the book resonated most strongly with you personally? *

Which specific concepts from the book resonated most strongly with you personally? (Audio)

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How do you see the Rockefeller Method differing from conventional financial wisdom, and why is that distinction important? *

How do you see the Rockefeller Method differing from conventional financial wisdom, and why is that distinction important? (Audio)

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What financial misconceptions do you most often need to address with clients that this book helps clarify? *

What financial misconceptions do you most often need to address with clients that this book helps clarify? (Audio)

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Can you share a specific client success story (anonymized) that demonstrates these principles in action? *

Can you share a specific client success story (anonymized) that demonstrates these principles in action? (Audio)

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Why do you believe this book is particularly relevant in today's economic climate? *

Why do you believe this book is particularly relevant in today's economic climate? (Audio)

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What's the single most important insight you hope readers will take away from this book? *

What's the single most important insight you hope readers will take away from this book? (Audio)

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