Wealth Advisor Confidence Survey 2018

As part of National Financial Literacy Month, The Financial Awareness Foundation has teamed with HB Publishing & Marketing Company, LLC and other financial associations to gauge the sentiment of independent financial planning and wealth advisory firms 18 months after the Presidential Election of 2016. 

We sincerely appreciate you participation in this confidential survey. Your results will arrive within 2 weeks of completing this survey. Rest assured that your responses will be kept in strictest confidence and final results will be published on an anonymous aggregate basis only.

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* 1. To what extent do you believe there will be a stock market correction (at least 10% decline) within the next 12 months?

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* 2. To what extent do you believe the economy will experience a recession (at least 2 consecutive quarters of negative GDP) within the next 12 months?

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* 3. Last month, the Spectrum Millionaire Confidence Index fell to its lowest level in 13 years. Which of the following factors do you think contributed? (list all that apply)

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* 4. Which demographic group below do you find is most pessimistic about its financial future? (select single best answer)

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* 5. Regarding your answer to the question above, do you find any gender differences?

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* 6. Please describe the extent to which you expect your firm to grow (or  decline) over the next 12 months

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* 7. Please describe the extent to which you expect peer firms of comparable size and client makeup to grow (or decline) over the next 12 months (select best single answer):

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* 8. To what extent are the following communication channels effective for enhancing your status as a thought leader?
(please select best answer for each row)

  Extremely effective Very effective Somewhat effective NOT Very effective N/A
Hosting webinars
Hosting client events
Posting on Facebook
Producing videos
Public speaking/presentations
Being quoted in the press
Posting articles/updates on LinkedIn
Blogging
Posting on Instagram, Pinterest or Snapchat
Tweeting (i.e. Twitter)
Writing articles for publication
Writing books/eBooks

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* 9. On average, how often would you say you contact your clients every month? (select single best answer)

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* 10. Which of the following best describes the size of your firm, practice or business? (select single best answer)

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* 11. Which of the following best describes your business or profession? (select single best answer)

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* 12. Which of the following do you consider core offerings for your firm or practice? (select up to 6 of your top services)

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* 13. Which of the following best describes your age? (select best answer)

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* 14. Which of the following best describes your family's financial status growing up? (select single best answer)

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* 15. Tell us about yourself and the best address to email results

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