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Wealth Manager Member
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What is your preferred communication (check all that apply)
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Emails
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In-Person
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Contact Frequency
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1-2 Times Per Year
3-6 Times Per Year
7-12 Times Per Year
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Preferred Contact Time (check all that apply)
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After 4:00 (local time)
Before 9am (local time)
Between 1:00 and 2:00pm (local time)
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Between 3:00pm and 4:00pm (local time)
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Between Noon and 1:00pm (local time)
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Who on your team reviews asset managers?
Point Person(s) (if applicable)
Team or department name (if applicable)
Which Client Segment(s) do you support? (check all that apply)
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Mass Affluent
High Net Worth
Ultra High Net Worth
Retirement
Institutional
Advisors
Which vehicles do you use? (check all that apply)
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Active ETF
CIT
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ESG
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Model Allocations
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Open End Mutual Fund
Private Placements
SMA
UCITS
UIT
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Access to a MEP 401(k)
Accounting Services
Continuing Education Credits
Estate Planning Tools
Healthcare Benefits
Marketing
Outsourced Legal & Compliance
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Portfolio Construction Insights & Model Allocation Strategies
Professional Coach
Public Relations
Trusted Services
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