Getting To Know You! 🤝
As Guardian Pointe PWM continues to grow, we want to be sure we are keeping true to our roots of advisor focused relationships.
That said, we would like to learn a bit about you and your life outside of work. We have compiled a set of questions around your personal life and would greatly appreciate your time in completing this survey. In turn, we aim to better enhance your overall experience with regard to back-office support and Advisor relations.
Again thank you in advance for your time, hard work, and contributions to the Guardian Pointe PWM experience.
