Advisor Satisfaction and Industry Trends Study
Name
*
First Name
Last Name
Email (Where we should send your Referral Accelerator Kit)
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Are you Registered Representative (RR)?
*
Yes
No
How likely is it that you would recommend your Broker Dealer to a non-competing advisor, friend, or colleague?
0
1
2
3
4
5
6
7
8
9
10
Least Likely
Most Likely
0 is Least Likely, 10 is Most Likely
Tell us a bit more about why you chose that number.
Are you an Investment Advisor Representative (IAR)?
*
Yes
No
How likely is it that you would recommend your Corporate RIA to a non-competing advisor, friend, or colleague?
0
1
2
3
4
5
6
7
8
9
10
Least Likely
Most Likely
0 is Least Likely, 10 is Most Likely
Tell us a bit more about why you chose that number.
Are you a Hybrid Registered Investment Advisor (Hybrid RIA) affiliated with a Broker Dealer (BD)?
*
Yes
No
Howlikely is it that you would recommend your Hybrid BD affiliation to anon-competing advisor, friend, or colleague?
0
1
2
3
4
5
6
7
8
9
10
Least Likely
Most Likely
0 is Least Likely, 10 is Most Likely
Tell us a bit more about why you chose that number.
Are you a Stand-Alone Registered Investment Advisor (Stand-Alone RIA)?
*
Yes
No
Howlikely is it that you would recommend your Compliance Consultant and/orCompliance Attorney to a non-competing advisor, friend, or colleague?
1
2
3
4
5
6
7
8
9
10
Worst
Most Likely
1 is Worst, 10 is Most Likely
Tell us a bit more about why you chose that number.
Are you a licensed insurance agent with a relationship with an IMO/FMO?
*
Yes
No
How likely is it that you would recommend your IMO/FMO (wholesaler) to a non-competing advisor, friend, or colleague?
0
1
2
3
4
5
6
7
8
9
10
Worst
Most Likely
0 is Worst, 10 is Most Likely
Tell us a bit more about why you chose that number.
Do you actively use one or more Third Party Money Managers for any Assets Under Management (AUM)?
*
Yes
No
Howlikely is it that you would recommend your Third Party Money Manager(s) to a non-competing advisor, friend, or colleague?
1
2
3
4
5
6
7
8
9
10
Worst
Most Likely
1 is Worst, 10 is Most Likely
Tell us a bit more about why you chose that number.
Do you directly Self-Manage and trade any Assets Under Management (AUM)?
*
Yes
No
How likely is it that you would recommend your Custodian to a non-competing advisor, friend, or colleague?
1
2
3
4
5
6
7
8
9
10
Worst
Most Likely
1 is Worst, 10 is Most Likely
Tell us a bit more about why you chose that number.
Do you use a Turnkey Asset Management Platform (TAMP) to consolidate your Assets Under Management (AUM)?
*
Yes
No
How likely is it that you would recommend your TAMP to a non-competing advisor, friend, or colleague?
0
1
2
3
4
5
6
7
8
9
10
Least Lie
Most Likely
0 is Least Lie, 10 is Most Likely
Tell us a bit more about why you chose that number.
Company Name
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Lead Source
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