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Broker Strategy Network Founding member survey · confidential
A founding network of boutique retail brokerages

Shared operating leverage
across strategies, systems and standards.

We're forming a small, hand-picked network of independent retail firms. The point isn't referrals (those follow on their own) — it's shared operating leverage: best in class management techniques, pooling the cost of data and AI, sharing what actually works, and building better systems than any one of us could justify alone. Before our first working session, tell us where the network should focus first.

Step 1 — Who's responding

Your firm

So we can match priorities across the founding group.
Step 2 — Priorities

Rank what the network should tackle first

Drag the cards — or use the arrows — so #1 is where we should put our energy first.
    Drag to reorder. The numbers update as you go.
    Step 3 — Introductions

    May we share your firm with the group?

    To start connecting the founding members directly to one another.
    Add optional detail
    Responses go directly to the founding team — David, Mike & Deena. Not published.
    ✓

    Thank you — that's logged.

    Your ranking directly shapes our first working session. We'll come back to the group with the combined priorities and a proposed date for the kickoff call.