1. Demographics

Thanks for taking the time to fill out this survey. In 2006, it was a survey just like this one that proved two key ideas.

It takes a team:
In 2006 NONE of the responding advisors with more than $100M AUM were solo practitioners.

Book Trimming is a bad idea:
92% of advisors with more than $100M AUM had 200 or more client households.

While we check to see if these facts from 2006 still hold true, we will branch out and see what else we can learn about best practices in financial services in 2013.

Thank you very much for your help.

Thanks
-Bill

Question Title

* 1. First Name

Question Title

* 2. Last Name

Question Title

* 3. Gender

Question Title

* 4. Company Name

Question Title

* 5. Email

Question Title

* 6. Street Address

Question Title

* 7. City, ST/Terr, Zip/Postal Code

Question Title

* 8. Country

Question Title

* 9. Work Phone

Question Title

* 10. I would like to receive an emailed report of this survey and ongoing information from Bill Good Marketing.

Question Title

* 11. Broker/Dealer

Question Title

* 12. How would you define your firm type?

Question Title

* 13. Are you:

Question Title

* 14. How many clients (households, not accounts) do you have?

Question Title

* 15. How much money do you manage(AUM)?

Question Title

* 16. How long have you been in the business as a financial advisor?

Question Title

* 17. Have you changed broker dealers in the past 12 to 18 months?

Question Title

* 18. In the last 12 months, how many new client relationships have you opened?

T