All personal information will be kept strictly confidential and is required to determine iPad winner. You may receive a confidential follow up call as a follow up to this survey.

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* 1. Name?

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* 2. Broker/Dealer name?  (if no B/D then type NA)

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* 3. RIA name, if different from BD or if no BD? (if same as BD, indicate same)

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* 4. Preferred Phone number?

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* 5. Preferred Email?

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* 6. State of residence?

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* 7. When was the last time you considered changing firms?

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* 8. Number of years as an advisor?

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* 9. Are you on a team?

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* 10. If yes, is your team a Silo or Ensemble?

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* 11. If on a team, how many advisors are on your team?

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* 12. Total individual revenue?

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* 13. Total individual assets managed?

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* 14. Percentage of total individual assets that are fee based?

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* 15. Why did you start considering changing firms? (select all that apply)

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* 16. Did you change firms?

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