Planning For Financial Planners Survey
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1. Default Section

 

1. Are you a practicing financial planner?

2. Some of the characteristics of a profession are that it is a principal calling with an esoteric body of knowledge, has a long and intensive academic preparation, an intent to serve the public, and a code of ethics and regulation.

Is financial planning an industry or a profession?

3. What is your response to the following statements?

 Strongly AgreeAgreeNeutralDisagreeStrongly Disagree
A 'financial planner' solely compensated by commissions on products sold is engaged in the profession of financial planning.
A 'financial planner' solely compensated by commissions on products sold is engaged in the financial services industry.
I consider a 'fee-only' planner as being engaged in the profession of financial planning.
I consider a 'fee-based' planner as being in the profession of financial planning.

4. As a financial planner, have you ever engaged another financial planner to do personal planning for you?

5. If you have engaged a financial planner, did you:

 YesNo
Write them a check for their services?
Trade, barter, or exchange services?

6. If you HAVE NEVER engaged a personal financial planner, why?

 Strongly AgreeAgreeDisagreeStrongly DisagreeN/A
The fees are too high, I won't receive value for my money
I can do my own financial planning
My spouse/partner feels threatened or doesn't support engaging a planner
I can't find a financial planner locally
Engaging another planner would feel like an admitting my own incompetence
I don't want to give up control of my investments
I have philosophical differences with most planners
The thought of engaging a financial planner never occurred to me.
I can't afford a financial planner or don't qualify for their minimum net worth threshold
I am not sure I can find someone I can trust
Unsatisfactory experience with an advisor in the past

7. If you HAVE engaged or currently have a financial planner, what personal advantages have you experienced?

 Strongly AgreeAgreeNeutralDisagreeStrongly Disagree
It creates a time and place for me to address incomplete or unaddressed financial issues.
It involves my spouse/partner in financial decisions and educates them in financial matters.
It provides financial continuity for my spouse/partner in the case of my death or incapacitation.
It provides a vehicle for me to evaluate, deepen, and affirm my own relationship with money.
It offers me an opportunity to uncover and fix financial “blind spots.”
It provides me a structure of accountability where there was none, or very little.

8. If you HAVE engaged or currently have a financial planner, what professional advantages have you experienced?

 Strongly AgreeAgreeNeutralDisagreeStrongly Disagree
It has increased my understanding, trust and empathy with my clients experience in the financial planning process.
It deepened my ability to internalize and communicate the value of financial planning.
It offered me a rare opportunity to observe and experience another planner’s process, which added to, improved or affirmed my deliverables to my clients.
It helped me clarify life and career aspirations and get a new vision for my practice.
It offered me a way to recharge and re-energize.

9. What are some of the obstacles involved with planning for another planner?

 Strongly AgreeAgreeNeutralDisagreeStrongly Disagree
Fear of delivering inadequate services or providing little or no value to a peer
Inability or unwillingness to customize your financial planning process to accommodate a planner's needs
An unwillingness to ask the planner to write a check for your services
Fear that a poor experience will taint a professional friendship
Fear of feeling shame or being judged negatively by the planner-client
Philosophical differences regarding investments
Confusion over who will implement the plan
   
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