Branch Manager Event Survey

Your feedback is valuable to us. This survey is intended to gather feedback on event experiences, priorities for the rest of 2026, and planning needs for 2027.

Please complete the information below. The survey should take less than 8 minutes to complete.

If multiple branches, please include all locations.
Who are the primary event contact(s) for your branch?
Select all that apply
How should event communication be routed for your branch?
How do you prefer to receive event-specific communication from Wealth Enhancement?
Select all that apply
Which event formats have been most effective for your branch so far in 2026?
Select all that apply
How valuable have events with Wealth Enhancement been for your branch in 2026?
Not valuable
Extremely valuable
Approximately how many total events does your branch expect to host during the remainder of 2026?
Of those, approximately how many do you expect to host with Wealth Enhancement?
Which type of event is your branch most interested in hosting with Wealth Enhancement?
Select all that apply
Which event topics or themes would be most valuable for your branch?
Select all that apply
What are the biggest challenges your team faces when hosting events?
Select all that apply
Which statement best reflects your expectations for how event costs are covered?
To your knowledge, what is the typical total cost per event that your branch hosts with Wealth Enhancement?
Which best describes your branch’s current level of engagement with Wealth Enhancement events?
Overall, how satisfied is your branch with the event planning process provided by Wealth Enhancement?
Not satisfied
Extremely satisfied
What additional support would be most helpful from Wealth Enhancement when you plan and host events?
Select all that apply