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Wealth Manager Member
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Company/Associated Firm
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What is your preferred communication (check all that apply)
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Emails
Phone
Video
In-Person
Newsletter
Podcast
Website
Contact Frequency
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1-2 Times Per Year
3-6 Times Per Year
7-12 Times Per Year
No Preference
Not Specified
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)
Between 10:00am and 11:00am (local time)
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Between 3:00pm and 4:00pm (local time)
Between 9:00am and 10:00am (local time)
Between Noon and 1:00pm (local time)
Help us understand your business
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
ETF
Hedge Fund
Insurance
Model Allocations
Non-Transparent Active ETF
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
Value Add Programs
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