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Community: Polls


  • January 14, 2014
    How Do You Make Sure Prospects Can Find You?

    Experts say “inbound marketing” is the key to success today — not pushing out ads you hope customers will see, but positioning yourself so they’ll discover you. What’s your “inbound marketing” method?

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  • January 7, 2014
    What Do You Look for in a Custodian?

    Custody providers compete for RIA business with many types of services. What do you consider most valuable?

    No Comments
  • December 24, 2013
    Do You Carry Professional Liability Insurance?

    Clients can sue advisors over all kinds of things — low portfolio returns, cybercrime, late statements — and SEC enforcement actions have picked up. Are you insured?

    No Comments
  • December 17, 2013
    Do You Prefer Financially Literate Clients?

    Wealth management involves a good deal of specialized knowledge, from market mechanics to the miracle of compound interest. Would you rather work with clients who understand the fundamentals?

    No Comments
  • December 10, 2013
    How Much Do You Need to Know About Behavioral Finance?

    Many advisors seem to think insights gleaned from behavioral finance can help them keep clients from making infamous mistakes like buying high and selling low, and not saving enough when they can to make retirement more pleasant. What’s your take on behavioral finance?

    No Comments
  • November 26, 2013
    Do You Use Holiday-Themed Marketing?

    Some advisors write heartwarming client letters at year-end or reach out to prospects with suggestions for financial New Year’s resolutions. Do you use the festive season as a touch point?

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  • November 19, 2013
    How Do You Feel About Finding Prospects Through Chance Encounters?

    The person chatting with you in the coffee shop or at the train station might make a perfect client for your practice. Would you suggest an exploratory meeting?

    No Comments
  • November 12, 2013
    What Motivates You Most at Work?

    Financial advisors go into the business for all kinds of reasons. What keeps you motivated to do your best, day after day?

    No Comments
  • November 5, 2013
    How Do You Like to Spend Your Time at Work?

    The day has only 24 hours, and advisors’ tasks can feel limitless. Among possible productive activities, which do you prefer?

    No Comments
  • October 29, 2013
    Do You Have Clients You Just Can’t Stand?

    Some advisors say they don’t work with clients who are jerks. What’s your tolerance for tough customers?

    No Comments
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