This is the short survey that would need to be completed by Advisors in order to receive 30 minutes with Mark to discuss 401k best practices, financial literacy and to receive a free copy of his book.

1. Financial Literacy Toolbox
Best Practice Self-Assessment: Advisors
If you are interested in holding a one-on-one discussion with Mark Singer to determine how your use
of Financial Wellness as a business building tool compares to industry best practices, complete the
form below and forward to: Mark@financialliteracytoolbox.com.
Once received, a 30-minute phone discussion to debrief your answers will be scheduled. Feel free to
contact us directly:
Financial Literacy Toolbox
152 The Lynnway · Lynn, MA 01902
Tel: 781-599-5009 · Fax: 781-598-0260
info@financialliteracytoolbox.com
RETIREMENT PLAN SERVICES Yes/No
401k/retirement clients have established an education policy statement
Hold additional sessions to traditional enrollment meetings to address current employee financial issues
Survey employees to determine important issues regarding their financial circumstances
Conduct ongoing onsite or webinar sessions to address the current financial issues facing employees
Offer standalone Financial Wellness program
Benchmark the effectiveness of delivery of your Financial Wellness program
Communicate with plan participants beyond enrollment meeting
Customize messages to employees based on age and financial need
Leverage videos and other technology to deliver training to employees regarding Financial Wellness
IF YOU ALSO OFFER INDIVIDUAL WEALTH MANAGEMENT SERVICES
Survey clients to understand what they like most regarding your offerings
Contacted adult beneficiaries of top clients to assist with issue of asset drift upon death
Leverage videos and other technology to gather new assets
Leverage tools to help clients and centers of influence to refer new business