| |
| |
Contribute to Industry Research | | Share your input by taking our survey | | |
|
|
| Join your colleagues in a survey of Financial Advisors that should take less than 5 minutes. We want to know how you and your team are supporting clients beyond the portfolios you manage. We know your time is valuable and thank you in advance for sharing your insights with us. |
|
|
| |
| Or, copy and paste this link into your browser: |
|
|
| |
| As a thank you for your time, you will receive your choice of either a $10 Amazon gift card or a $10 donation to the World Central Kitchen or Doctors Without Borders upon qualification and completion of the survey. Amazon rewards are sent via email once all survey responses have been collected and have undergone a thorough quality check. Your contribution will remain confidential and only be used in aggregate for research purposes. | | We sincerely appreciate your time and participation. |
|
|
| Best Wishes, | | Kerry Gross (she/her) Director, Research Intelligence Financial Planning |
|
|
| |
| |
| |
