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Adviser sentiment
1.
What is your outlook on your clients’ investments over the next 12 months?
Positive
Neutral
Negative
2.
Would you like to share any further comments regarding the outlook?
3.
What are you focusing on the most when speaking to clients?
Investments
Portfolio
Market information
Client goals
Other (please specify)
4.
What concerns you the most about investments at the moment?
5.
Which do you use for clients?
Managed discretionary account (MDAs)
Managed fund
Other (please specify)
Current Progress,
0 of 18 answered
