Advisor Survey

Resources & Tools

Answer a few questions about how you make money decisions, then leave your contact information if you would like NWMG to follow up.

Takes about a minute · press Enter to continue

1 How many financially savvy people live in your household? Optional

0 1 2 3 or more

2 What is your response when faced with a major money decision? Optional

These decisions paralyze me, and I prefer to avoid them. I like to consult with someone who is well-informed before making a decision. My close network usually gives me guidance I can rely on, making things easier. I do my research and once a choice becomes clear, I make it.

3 What is the most complicated thing you have invested in? Optional

I’ve never invested or I don’t know. Savings bonds, CD or money market fund. Individual stocks, mutual funds or ETFs. Crypto currencies, futures, options contracts or other derivatives.

4 What is your general view of financial advisors? Optional

They are helpful, and people who use them are more likely to achieve desired results. The right one is very helpful, but it can be challenging to find a right fit. They provide valuable work, but I’m hesitant to pay an ongoing fee for advice. I’d rather do things on my own.

5 What do you believe is the most reliable source of accurate information? Optional

Subject matter experts Consumer reviews Online sources Trained AI models

6 Which area do you feel the least capable of doing on your own? Optional

Picking the right investments Managing my lifetime tax obligations Setting and meeting my savings targets Tracking and organizing my finances

7 What do you believe is the ideal way to invest? Optional

Look at market movement patterns, find favorable investments, and continually adjust. Hold a diversified mix of high-quality, thoroughly researched investments. I prefer to hold just a few investments that I trust highly for a long period of time. Index funds and other low-risk, reliable investments are best.

8 First name Optional

9 Last name Optional

10 Phone number Optional

11 Email Optional

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Thanks for sharing how you think about money. If you left your contact information, a member of the NWMG team will follow up to talk through what it means for your financial plan.

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