Wealth Management Unwrapped

See How Other Investors View My Wealth, Inc.

This survey gathers responses from readers of Wealth Management Unwrapped Revised and Expanded (Wiley, 2017). Definitions and more detailed explanations on each exercise can be found in the ebook or hardcover.

Once you answer these questions you will gain a greater self-awareness, which, as you may know, is the first Principle of Principal. You will gain insight as well into how other investors assess the issues. So go ahead...unwrap what you need to know and enjoy the present!

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* 1. Of Power, Freedom, Security and Legacy, what are the top two outcomes you seek for your wealth? Check your top two only.

Power

Freedom

Security

Legacy

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* 2. Place a percentage next to each of the 5 P's (philosophy, process, performance, people, and phees) to indicate how important each P is to you when evaluating any firm who is or might become your financial advisor. Your percentages should total 100%. For this question just note whether your % is more or less than 50% for each of the 5 P's.

Philosophy greater than 50%

Philosophy less than 50%

Process greater than 50%

Process less than 50%

Performance greater than 50%

Performance less than 50%

People greater than 50%

People less than 50%

Phees greater than 50%

Phees less than 50%

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* 3. Where do you fall on the quadrants of sophistication and control?

Upper left hand quadrant

Lower left hand quadrant

Upper right hand quadrant

Lower right hand quadrant

Right in the middle!

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* 4. Identify your risk profile more precisely. Using a scale of 1-10 how much risk can you tolerate with 10 being max? 40 is maximum score here; 4 lowest. For the purpose of this question, however, just note above or below 5 for each type of risk.

Required Risk above 5

Required Risk less than 5

Risk Tolerance above 5

Risk Tolerance less than 5

Risk Capacity above 5

Risk Capacity less than 5

Perceived Risk above 5

Perceived Risk less than 5

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* 5. Gender and Demographics

Female

Male

Under 40 years old

In the middle 41-64 years old

Wise beyond years - 65+ years old