"There's never been a better time for great advice." - Kunal Kapoor, CEO of Morningstar.
In this study, we are interested to learn what YOU THINK investors value when working with a financial advisor.
There are no right or wrong answers, just your opinion, which we value.
We've just completed a similar study on individual investors, asking them what they value when working with a financial advisor. We would like to compare their answers with yours. If you complete this survey, we will share the results with you. These results may give you a deeper understanding of your clients and insightful ideas on how to grow your business.