Step 1 of 425%About YouShare a little bit about yourself.Name(s)(Required) First Last Email Address(Required) We'll use this email address to contact you if needed to clarify your testimonial.What year did you start working with W.A. Smith Financial Group?(Required)Select year20242023202220212020201920182017201620152014201320122011201020092008What is your current employment status?(Required)Please select one. Employed (Full-Time) Employed (Part-Time) Self-Employed RetiredBriefly describe your current work experience.Job Title, Company Name.What industry do you currently work in?Accounting/FinanceAdvertising/Public RelationsAerospace/AviationArts/Entertainment/PublishingAutomotiveBanking/MortgageBusiness DevelopmentBusiness OpportunityClerical/AdministrativeConstruction/FacilitiesConsumer GoodsCustomer ServiceEducation/TrainingEnergy/UtilitiesEngineeringGovernment/MilitaryGreenHealthcareHospitality/TravelHuman ResourcesInstallation/MaintenanceInsuranceInternetJob Search AidsLaw Enforcement/SecurityLegalManagement/ExecutiveManufacturing/OperationsMarketingNon-Profit/VolunteerPharmaceutical/BiotechProfessional ServicesQA/Quality ControlReal EstateRestaurant/Food ServiceRetailSalesScience/ResearchSkilled LaborTechnologyTelecommunicationsTransportation/LogisticsOtherSelect one (if applicable).Briefly describe your previous work experience.Job Title, Company Name.What industry did you previously work in?Accounting/FinanceAdvertising/Public RelationsAerospace/AviationArts/Entertainment/PublishingAutomotiveBanking/MortgageBusiness DevelopmentBusiness OpportunityClerical/AdministrativeConstruction/FacilitiesConsumer GoodsCustomer ServiceEducation/TrainingEnergy/UtilitiesEngineeringGovernment/MilitaryGreenHealthcareHospitality/TravelHuman ResourcesInstallation/MaintenanceInsuranceInternetJob Search AidsLaw Enforcement/SecurityLegalManagement/ExecutiveManufacturing/OperationsMarketingNon-Profit/VolunteerPharmaceutical/BiotechProfessional ServicesQA/Quality ControlReal EstateRestaurant/Food ServiceRetailSalesScience/ResearchSkilled LaborTechnologyTelecommunicationsTransportation/LogisticsOtherSelect one (if applicable).Share a Picture of YourselfTo personalize your testimonial, we invite you to consider uploading a picture of yourself!Max. file size: 300 MB.Tell us about your experience with W.A. Smith Financial GroupIn this section, we invite you to share your honest thoughts about your experience working with W.A. Smith Financial Group. Your feedback helps us continuously improve and ensure we're meeting your financial goals.What has your experience working with W.A. Smith Financial Group been like?Would you be interested in participating in a video testimonial session?(Required)Sharing your story on video can be even more impactful! We offer a comfortable and professional setting for filming. If you're interested, a member of our team will be in touch to discuss scheduling and answer any questions you may have. Yes, I'd be interested in learning more about video testimonials. No, thank you, I prefer to share my testimonial in writing.Marketing ComplianceTo ensure we comply with marketing regulations, we require your consent for using your testimonial. Please review and select your preferences.By checking this box, I grant permission for my testimonial, including my name and likeness, to be used for marketing purposes by W.A. Smith Financial Group, such as on our website, social media platforms, and in brochures. I agree to the above statement. I do not agree to the above statement.I attest that the responses on this survey accurately represent my experience and have not been influenced or coached by the firm or advisor. I agree to the above statement. I do not agree to the above statement.We respect your privacy and will not share your personal information without your permission. You can update your preferences at any time by sending us an email at info@wasmithfinancial.com. I understand the above statement.EmailThis field is for validation purposes and should be left unchanged.Δ