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
