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Survey For Financial Planners

If you are a financial planner, I would love to have your opinion. The survey will ask you about:

  • Whether financial planning is a profession or industry
  • Benefits you have received if you’ve engaged a financial planner
  • Objections to having a financial planner
  • Obstacles in planning for a planner

If you would take 10 minutes and complete this survey, I would really appreciate it. I’ll share the results when I’ve completed it. It is completely anonymous and I don’t sell anything but my opinion, so you won’t be put on any marketing list! Click here to take survey

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