We want to learn about you!

Please take some time to thoughtfully complete our questionnaire. Your answers will help us ensure that this retreat aligns perfectly with your goals and needs. We will review your responses and get in touch with you to discuss the next steps if we believe this retreat is a good fit for you.

Please note that this retreat is designed for individuals who are ready to embrace personal growth, connect with nature, and rejuvenate their mind, body, and spirit. If you feel this is not the right fit for you at this moment, we genuinely appreciate your honesty, and we hope you find the perfect retreat that suits your needs elsewhere.

If you are interested in participating, kindly provide your contact information and truthful responses, and we will reach out to you soon. Thank you!

Peter & Tara, your ADVANCE/Retreat Hosts

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Name *

First

Last

Email *

Phone Number *

Please share a brief overview of your financial planning practice and your current role within the company *

How do you currently manage stress and maintain a work-life balance? *

On a scale of 1-10, how important is it for you to strike a balance between professional success and personal well-being?

Selected Value: 0

0 means not important at all, 10 means maximally important

If you're accepted, what would you hope to achieve by participating in this retreat? *

Describe your experience with wellness, mindfulness, and personal development practices. Have you explored any of these areas in the past? *

What are the top three challenges you face in your professional life that you believe this retreat could help address? *

The retreat will include a variety of activities such as business seminars, kayaking, hiking, yoga, massage, sound healing, meditation, breath-work, and more. Which of these activities resonate most with you, and why? *

In your opinion, how important is it to connect with nature for personal and professional growth? *

Are you comfortable with group activities and open to sharing your experiences with others during the retreat? *

How do you envision this retreat positively impacting your life and career over the long term? *

What qualities do you possess that will contribute to the positive and nurturing atmosphere of this retreat? *

Can you commit to attending the full duration of the retreat? *

This event is scheduled to start 3pm on September 25, 2024, and will conclude 11am on September 29, 2024. Please consider your travel time as well in your response.

The ideal participant for this retreat is an advisor who is able to "unplug" from their business for the duration of the event. We want all participants to be fully present. If you're trying to run your business while on the retreat, this will handcuff your experience and growth, and will be a distraction to the other participants and event-runners. Do you fit with our 'ideal participant' description? *

• Yes, I’m able to take time away from my business in order to be fully present.
• No, my business requires my daily attention, and I need to be multitasking.

Have you been to Gabriola Island, BC, or similar natural settings before? If yes, please share your previous experiences. *

Are you willing to participate actively and wholeheartedly in all aspects of the retreat, including workshops and group discussions? *

Is there anything else you would like us to know about yourself or your expectations for this retreat? *

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