Nerd's Eye View Reader Survey - 2024

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* 1. Over the past few years, we’ve made several adjustments to the frequency of articles and podcasts on Nerd’s Eye View.

How do you feel about the current FREQUENCY OF CONTENT?

There's more content than I can handle, but that's fine because I just read/listen to what I want.

The frequency of content is currently appropriate and is the primary reason I regularly visit.

The frequency of new blog posts is too overwhelming; I wish there was less.

The blog updates are now too infrequent; I wish there was more content!

Other (please specify)

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* 2. In the past 24 months, we have adjusted our email notifications to try to only highlight Nerd's Eye View articles that would most likely be of interest.

How do you feel about the current FREQUENCY OF EMAILS?

I'm fine with the email notifications; I open and read the ones of interest to me.

The emails are too infrequent now; send me updates for every new article, and I’ll decide which ones to read (or not)

The emails are too frequent; I'd prefer to get one weekly digest of all the new articles that week.

I wish I could opt in/out of articles on particular days (e.g., no more Monday practice management articles, just Wednesday articles on technical topics).

I'd like to just get notified of new articles in certain topic categories (e.g., just articles on retirement, or tax planning, or advisor technology).

I don't care about email notifications, as I keep up to date by other means (e.g., RSS feed, social media, etc.).

Other

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* 3. Currently, we publish the following weekly articles...
- Mondays: Career/Practice Management Trends, and Advisor FinTech
- Tuesdays: Financial Advisor Success Podcast with Transcript
- Wednesdays: Technical Topics eligible for CFP/CPA/IAR CE credit
- Thursdays: Kitces & Carl Podcast with Transcript
- Friday: Weekend Reading

How VALUABLE do you find this content to be:

	Not Very Valuable		Somewhat Valuable		Very Valuable
Mondays on Career/Practice Management	Mondays on Career/Practice Management Not Very Valuable	Mondays on Career/Practice Management	Mondays on Career/Practice Management Somewhat Valuable	Mondays on Career/Practice Management	Mondays on Career/Practice Management Very Valuable
Mondays on AdvisorTech	Mondays on AdvisorTech Not Very Valuable	Mondays on AdvisorTech	Mondays on AdvisorTech Somewhat Valuable	Mondays on AdvisorTech	Mondays on AdvisorTech Very Valuable
Tuesday FA Success Podcast	Tuesday FA Success Podcast Not Very Valuable	Tuesday FA Success Podcast	Tuesday FA Success Podcast Somewhat Valuable	Tuesday FA Success Podcast	Tuesday FA Success Podcast Very Valuable
Wednesdays on Technical Topics	Wednesdays on Technical Topics Not Very Valuable	Wednesdays on Technical Topics	Wednesdays on Technical Topics Somewhat Valuable	Wednesdays on Technical Topics	Wednesdays on Technical Topics Very Valuable
Thursday Kitces & Carl Podcast	Thursday Kitces & Carl Podcast Not Very Valuable	Thursday Kitces & Carl Podcast	Thursday Kitces & Carl Podcast Somewhat Valuable	Thursday Kitces & Carl Podcast	Thursday Kitces & Carl Podcast Very Valuable
Friday Weekend Reading	Friday Weekend Reading Not Very Valuable	Friday Weekend Reading	Friday Weekend Reading Somewhat Valuable	Friday Weekend Reading	Friday Weekend Reading Very Valuable

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* 4. Our articles come with an executive summary that gives an overview of the article and its content.

How do you feel about the current LENGTH and DEPTH of the EXECUTIVE SUMMARY?

I like the current format—it gives me what I need to glean the key takeaways or decide if I want to delve into the whole article.

I'd prefer a more ‘Executive’ style, with a brief introduction, a bulleted list of key points, and a conclusion

I'd prefer a much shorter write-up—just 2-3 paragraphs tops

I'd prefer to just see a couple of bullet points of the key insights.

Other

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* 5. Currently, we publish a mixture of written articles, audio, and video content.

How VALUABLE do you find this TYPE OF CONTENT to be:

	Not Very Valuable		Somewhat Valuable		Very Valuable
Written articles	Written articles Not Very Valuable	Written articles	Written articles Somewhat Valuable	Written articles	Written articles Very Valuable
Audio Podcasts	Audio Podcasts Not Very Valuable	Audio Podcasts	Audio Podcasts Somewhat Valuable	Audio Podcasts	Audio Podcasts Very Valuable
Videos	Videos Not Very Valuable	Videos	Videos Somewhat Valuable	Videos	Videos Very Valuable

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* 6. At Nerd's Eye View, we pride ourselves on being thorough enough to provide you deeper analysis and insight than what you can find elsewhere... but try not to be too lengthy in the process.

What do you think of the current LENGTH OF OUR CONTENT (too long, too short, or just right)?

	Too long; needs to be shorter		Just the right length		Too short; needs to be more in-depth	N/A; don't follow this content
Written articles	Written articles Too long; needs to be shorter	Written articles	Written articles Just the right length	Written articles	Written articles Too short; needs to be more in-depth	Written articles N/A; don't follow this content
Podcasts	Podcasts Too long; needs to be shorter	Podcasts	Podcasts Just the right length	Podcasts	Podcasts Too short; needs to be more in-depth	Podcasts N/A; don't follow this content
Videos	Videos Too long; needs to be shorter	Videos	Videos Just the right length	Videos	Videos Too short; needs to be more in-depth	Videos N/A; don't follow this content

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* 7. How likely is it that you would recommend the Nerd's Eye View blog to a friend or colleague?

Not at all likely

Extremely likely

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* 8. Have you joined the paid Members Section of Kitces.com?

Yes

Not yet, but planning to

Wait, there's a Members Section, too? I had no idea!

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* 9. We are always experimenting with new content formats for Kitces.com.

Please indicate how VALUABLE each of the following potential NEW CONTENT options would be:

	Not Valuable		Somewhat Valuable		Very Valuable
25-minute CE-eligible weekly podcast recapping each Wednesday's Nerd's Eye View article	25-minute CE-eligible weekly podcast recapping each Wednesday's Nerd's Eye View article Not Valuable	25-minute CE-eligible weekly podcast recapping each Wednesday's Nerd's Eye View article	25-minute CE-eligible weekly podcast recapping each Wednesday's Nerd's Eye View article Somewhat Valuable	25-minute CE-eligible weekly podcast recapping each Wednesday's Nerd's Eye View article	25-minute CE-eligible weekly podcast recapping each Wednesday's Nerd's Eye View article Very Valuable
Live video broadcasts where readers can submit questions for Michael and the Kitces team to answer	Live video broadcasts where readers can submit questions for Michael and the Kitces team to answer Not Valuable	Live video broadcasts where readers can submit questions for Michael and the Kitces team to answer	Live video broadcasts where readers can submit questions for Michael and the Kitces team to answer Somewhat Valuable	Live video broadcasts where readers can submit questions for Michael and the Kitces team to answer	Live video broadcasts where readers can submit questions for Michael and the Kitces team to answer Very Valuable
Narrated video walkthroughs of advisor tech software/demos	Narrated video walkthroughs of advisor tech software/demos Not Valuable	Narrated video walkthroughs of advisor tech software/demos	Narrated video walkthroughs of advisor tech software/demos Somewhat Valuable	Narrated video walkthroughs of advisor tech software/demos	Narrated video walkthroughs of advisor tech software/demos Very Valuable
Practice management dashboard to benchmark and compare my firm's key numbers to others	Practice management dashboard to benchmark and compare my firm's key numbers to others Not Valuable	Practice management dashboard to benchmark and compare my firm's key numbers to others	Practice management dashboard to benchmark and compare my firm's key numbers to others Somewhat Valuable	Practice management dashboard to benchmark and compare my firm's key numbers to others	Practice management dashboard to benchmark and compare my firm's key numbers to others Very Valuable

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* 10. As we consider new ways to add value to the financial advisor community, we are exploring several new potential features or services.

Please indicate how VALUABLE the following would be as POTENTIAL FEATURES on Kitces.com:

	Not Valuable		Somewhat Valuable		Very Valuable
Advicer-Only Community platform/forums to talk about Nerd's Eye View content/topics	Advicer-Only Community platform/forums to talk about Nerd's Eye View content/topics Not Valuable	Advicer-Only Community platform/forums to talk about Nerd's Eye View content/topics	Advicer-Only Community platform/forums to talk about Nerd's Eye View content/topics Somewhat Valuable	Advicer-Only Community platform/forums to talk about Nerd's Eye View content/topics	Advicer-Only Community platform/forums to talk about Nerd's Eye View content/topics Very Valuable
Services directory of coaches & consultants serving financial advisors (a service-provider version of our fintech.kitces.com directory)	Services directory of coaches & consultants serving financial advisors (a service-provider version of our fintech.kitces.com directory) Not Valuable	Services directory of coaches & consultants serving financial advisors (a service-provider version of our fintech.kitces.com directory)	Services directory of coaches & consultants serving financial advisors (a service-provider version of our fintech.kitces.com directory) Somewhat Valuable	Services directory of coaches & consultants serving financial advisors (a service-provider version of our fintech.kitces.com directory)	Services directory of coaches & consultants serving financial advisors (a service-provider version of our fintech.kitces.com directory) Very Valuable
Advisor Ratings and Reviews of technology vendors and consultants serving financial advisors	Advisor Ratings and Reviews of technology vendors and consultants serving financial advisors Not Valuable	Advisor Ratings and Reviews of technology vendors and consultants serving financial advisors	Advisor Ratings and Reviews of technology vendors and consultants serving financial advisors Somewhat Valuable	Advisor Ratings and Reviews of technology vendors and consultants serving financial advisors	Advisor Ratings and Reviews of technology vendors and consultants serving financial advisors Very Valuable
Jobs Board For Hiring or Finding Financial Planner/Paraplanner Opportunities	Jobs Board For Hiring or Finding Financial Planner/Paraplanner Opportunities Not Valuable	Jobs Board For Hiring or Finding Financial Planner/Paraplanner Opportunities	Jobs Board For Hiring or Finding Financial Planner/Paraplanner Opportunities Somewhat Valuable	Jobs Board For Hiring or Finding Financial Planner/Paraplanner Opportunities	Jobs Board For Hiring or Finding Financial Planner/Paraplanner Opportunities Very Valuable
Ability to white-label Kitces articles or Executive Summaries to use with clients	Ability to white-label Kitces articles or Executive Summaries to use with clients Not Valuable	Ability to white-label Kitces articles or Executive Summaries to use with clients	Ability to white-label Kitces articles or Executive Summaries to use with clients Somewhat Valuable	Ability to white-label Kitces articles or Executive Summaries to use with clients	Ability to white-label Kitces articles or Executive Summaries to use with clients Very Valuable
1-2 day in-person live Kitces Conference or Workshop	1-2 day in-person live Kitces Conference or Workshop Not Valuable	1-2 day in-person live Kitces Conference or Workshop	1-2 day in-person live Kitces Conference or Workshop Somewhat Valuable	1-2 day in-person live Kitces Conference or Workshop	1-2 day in-person live Kitces Conference or Workshop Very Valuable

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* 11. In your own words, what are the primary reason(s) you choose to continue subscribing to the Nerd’s Eye View on an ongoing basis?

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* 12. If you could alter any one thing about the Nerd's Eye View blog to make it more useful or valuable to you, what would you change?

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* 13. Which best describes your primary connection to financial planning and the Nerd's Eye View?

I am primarily a(n):

Student/Future financial advicer (working on/thinking about it!)

Solo advicer running my own practice

Employee advicer working for a larger firm

Owner/Partner of a multi-advicer firm

Retired/former financial advicer

Non-advisor employee of a financial services firm (e.g., compliance, operations, support, financial planning department)

Worker elsewhere in the financial services industry

Affiliated professional (e.g., attorney, accountant/CPA/tax preparer, trust officer, etc.) that works with advisors and/or their clients

Industry vendor that serves financial advisors

Strategic investor looking for opportunities (e.g., VC, PE, investment banking, enterprise Strategy team)

Educator/academic tied to financial planning

Media

Individual who reads the content for my own personal use

Other (please specify)

Question Title

* 1. Over the past few years, we’ve made several adjustments to the frequency of articles and podcasts on Nerd’s Eye View. How do you feel about the current FREQUENCY OF CONTENT?

Question Title

* 2. In the past 24 months, we have adjusted our email notifications to try to only highlight Nerd's Eye View articles that would most likely be of interest. How do you feel about the current FREQUENCY OF EMAILS?

Question Title

Question Title

* 4. Our articles come with an executive summary that gives an overview of the article and its content. How do you feel about the current LENGTH and DEPTH of the EXECUTIVE SUMMARY?

Question Title

* 5. Currently, we publish a mixture of written articles, audio, and video content. How VALUABLE do you find this TYPE OF CONTENT to be:

Question Title

* 6. At Nerd's Eye View, we pride ourselves on being thorough enough to provide you deeper analysis and insight than what you can find elsewhere... but try not to be too lengthy in the process.What do you think of the current LENGTH OF OUR CONTENT (too long, too short, or just right)?

Question Title

* 7. How likely is it that you would recommend the Nerd's Eye View blog to a friend or colleague?

Question Title

* 8. Have you joined the paid Members Section of Kitces.com?

Question Title

* 9. We are always experimenting with new content formats for Kitces.com. Please indicate how VALUABLE each of the following potential NEW CONTENT options would be:

Question Title

* 10. As we consider new ways to add value to the financial advisor community, we are exploring several new potential features or services. Please indicate how VALUABLE the following would be as POTENTIAL FEATURES on Kitces.com:

Question Title

* 11. In your own words, what are the primary reason(s) you choose to continue subscribing to the Nerd’s Eye View on an ongoing basis?

Question Title

* 12. If you could alter any one thing about the Nerd's Eye View blog to make it more useful or valuable to you, what would you change?

Question Title

* 13. Which best describes your primary connection to financial planning and the Nerd's Eye View?I am primarily a(n):

* 1. Over the past few years, we’ve made several adjustments to the frequency of articles and podcasts on Nerd’s Eye View.

How do you feel about the current FREQUENCY OF CONTENT?

* 2. In the past 24 months, we have adjusted our email notifications to try to only highlight Nerd's Eye View articles that would most likely be of interest.

How do you feel about the current FREQUENCY OF EMAILS?

* 4. Our articles come with an executive summary that gives an overview of the article and its content.

How do you feel about the current LENGTH and DEPTH of the EXECUTIVE SUMMARY?

* 5. Currently, we publish a mixture of written articles, audio, and video content.

How VALUABLE do you find this TYPE OF CONTENT to be:

* 6. At Nerd's Eye View, we pride ourselves on being thorough enough to provide you deeper analysis and insight than what you can find elsewhere... but try not to be too lengthy in the process.

What do you think of the current LENGTH OF OUR CONTENT (too long, too short, or just right)?

* 9. We are always experimenting with new content formats for Kitces.com.

Please indicate how VALUABLE each of the following potential NEW CONTENT options would be:

* 10. As we consider new ways to add value to the financial advisor community, we are exploring several new potential features or services.

Please indicate how VALUABLE the following would be as POTENTIAL FEATURES on Kitces.com:

* 13. Which best describes your primary connection to financial planning and the Nerd's Eye View?

I am primarily a(n):