Contribute to Our Research

Share your thoughts on the planning tools and services available to you

Hello Voornaam,

We are seeking insights from Financial Advisors and RIA’s on the tools and services available to the financial planning community. Your contribution to this 5-to-10 minute survey will help us shape our understanding of this topic, and we hope you’ll take a few minutes to share your thoughts with us.

Or, copy and paste this link into your browser:

As a thank you, you will receive your choice of either a $10 Amazon gift card or a $10 donation to the World Central Kitchen when all responses have been collected. Your contribution will remain confidential and only be used for research purposes.

We sincerely appreciate your time and participation.

If you need help with the survey, reach out to us at [email protected].  

For more information about this survey, see the official rules.