For Advisors

Advisor Survey

Answer the same production advisor-fit questions in a cleaner local experience designed for NWMG’s advisor recruiting path.

Takes about a minute · press Enter to continue

1 →How long have you been in the financial services industry?Optional

A0 - 5 yearsB6 - 10 yearsC10 - 20 yearsD21 or more years

2 →What is your preferred compensation structure?Optional

AI require a salary with benefits.BSome salary with production bonus with benefits.CSolely fee and commission revenue with benefits.D100% self-employed

3 →How do you manage your current client book?Optional

AI do not have any clients currently.BBy myself.CMy firm hires and compensates my support staff.DI am responsible for my support staff hiring and payroll.

4 →What is your current annual practice revenue?Optional

A0 - $250,000B$250,001 - $500,000C$500,001 - $1,000,000D$1,000,001 or more

5 →What is your ideal work environment?Optional

AA large office with many coworkers.BSmall office with a few coworkers.CA dedicated office with the flexibility to work from home.DWork from home.

6 →Which best describes your marketing efforts?Optional

AEntirely organic, such as referrals or word of mouth.BMostly organic with supplemental marketing.CProgram focused, such as leads program or seminar driven.DMulti-prong.

7 →What’s your preferred way of managing allocations in client accounts?Optional

AI wish to maintain total control of all trading decisions.BI prefer to use third-party managers but maintain discretion over manager selection.CThis is something that I would like my firm to do for me.

8 →What best describes your feelings toward credentialing?Optional

AI am skeptical how credentials add value to my practice.BI see their value and wish to pursue one or more.CI have one or more credentials primarily to improve my professional image.DI have credentials and believe they are important components of an advisor’s knowledge base.

9 →What is your natural disposition when idle?Optional

AI value my leisure time and make the most of it by relaxing.BWhen I struggle to find something productive to do, I default to leisure.CMost idle time is disrupted by an anxious motivation to be productive.DI rarely have idle time and usually find something productive to do.

10 →Describe your current service model.Optional

AI primarily provide investments/insurance with streamlined financial advice.BI provide investments/insurance with either financial advice or comprehensive financial planning.CFinancial planning and investment/insurance products are provided congruently.DI only provide financial planning services and do not manage money.

11 →What, if anything, are you looking to outsource?Optional

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