Investor Survey
If you are an investor, can you please take a moment and answer this short survey? You assistance is greatly appreciated.
What’s most important to you when you view the website of an investment advisor? (rank in order of preference)
Most important
Somewhat important
Least important
Qualifications
Personal history
Services offered
Which of these qualifications is important to you? (rank in order of preference)
Most important
Somewhat important
Least important
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
What quality is most important to you when hiring a financial advisor? (rank in order of preference)
Most important
Somewhat important
Least important
Qualifications
Personal chemistry
Office environment
What’s your biggest complaint about the websites of investment advisors? (select one)
When you look at the websites of investment advisors, what would you like to see? (select two)
Would you hire an advisor you didn’t like if he or she were the most qualified one you interviewed?
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