1. Demographics

Thanks for taking the time to fill out this survey. In 2006, it was a survey just like this one that proved two key ideas.

It takes a team:
In 2006 NONE of the responding advisors with more than $100M AUM were solo practitioners.

Book Trimming is a bad idea:
92% of advisors with more than $100M AUM had 200 or more client households.

While we check to see if these facts from 2006 still hold true, we will branch out and see what else we can learn about best practices in financial services in 2013.

Thank you very much for your help.


* 1. First Name

* 2. Last Name

* 3. Gender

* 4. Company Name

* 5. Street Address

* 6. City, ST/Terr, Zip/Postal Code

* 7. Country

* 8. Work Phone

* 9. Email

* 10. I would like to receive an emailed report of this survey and ongoing information from Bill Good Marketing.

* 11. Broker/Dealer

* 13. Are you:

* 14. How many clients (households, not accounts) do you have?

* 15. How much money do you manage(AUM)?

* 16. How long have you been in the business as a financial advisor?

* 17. Have you changed broker dealers in the past 12 to 18 months?

* 18. In the last 12 months, how many new client relationships have you opened?