Social Media Usage by Financial Professionals

Question Title

* First, please tell us about yourself.

Name

Company

Email Address

Phone Number

This study is conducted in conjunction with Gainfully, an independent social media marketing platform designed specifically for financial professionals.

Question Title

* What are your designations/licenses?

Financial Planner at independent broker-dealer

Financial Advisor at a bank

Financial Advisor at a regional or national wirehouse

Fee only (or primarily) RIA/IAR

Independent Insurance Agent

Financial Advisor at proprietary insurance company

Other (please specify)

Question Title

* How much did you earn in gross commissions/fees last year?

Less than $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1 million

Greater than $1 million

Question Title

* How much annuity production did you do last year?

Less than $1 million

$1-3 million

$3-5 million

$5-10 million

Greater than $10 million

Question Title

* How many assets are under your management?

Less than $25 million

$25 million - $50 million

$50 million - $100 million

$100 million - $150 million

$150 million - $250 million

Greater than $250 million