Our editorial team is conducting a survey to better understand how senior leaders across financial services are fostering connections with customers to support business growth. More specifically, we are interested in learning more about your marketing strategies for attracting and engaging customers in an increasingly digital environment. Key insights from this research will be shared in our future editorial coverage so you will have the opportunity to see how your experiences compare to your peers.

As a thank you, you will have the choice of either a $10 Amazon gift card or a $10 donation to Direct Relief, a nonprofit fighting COVID-19. We really appreciate your contribution!

Take the Survey →

Thank you, in advance, for sharing your valuable expertise with us.

Chana Schoenberger
Editor-in-Chief
Financial Planning

For survey support, please contact [email protected]For survey help, contact [email protected]