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2014
June
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What does it take to be the Alpha Advisor?
What does it take to be the Alpha Advisor?
What Does It Take to be The "Alpha" Advisor?
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Hello:
You are invited to participate in our survey What Does It Take to be The "Alpha" Advisor. It will take approximately 3 minutes to complete the questionnaire.
Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for us to learn your opinions.
Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Thank you very much for your time and support. Please start with the survey now by clicking on the
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I Agree
What are the best practices of "Alpha" Advisors?
Open Architecture
Ability to Aggregate Account Data
Transparency of Fees
A Holistic Investment Policy
Household Reporting
Investment Performance for All Accounts and Advisors
Time to Engage the Client in a Discussion Proactively
Other (please specify)
What tools do you need to be the Lead Advisor? Please rank in order of your greatest need.
Proposal Tool / Goals Based Planning
-- Select --
1
2
3
4
5
6
Account Aggregation Capability
-- Select --
1
2
3
4
5
6
Performance Validation Services
-- Select --
1
2
3
4
5
6
Accurate Client Reporting
-- Select --
1
2
3
4
5
6
Products - Open Architecture
-- Select --
1
2
3
4
5
6
Client Portal / Tablet Access
-- Select --
1
2
3
4
5
6
What are you missing to become the "Alpha" Advisor?
Compared to your competitors, is your product/service offering better, worse, or about the same?
A Great Deal Better
Somewhat Better
About the Same
Somewhat Worse
A Great Deal Worse
Don't Know
What are the reasons you excel or perform below your competitors?
Are you interested in receiving further communications from InvestEdge about how to become the "Alpha" Advisor?
Yes
No
Other
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