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Home | Survey Results

Results of Recent Surveys

#	Survey Question
44	How are your revenues (fees and\or commissions) tracking so far this year?
43	How much will your revenues (fees and\or commissions) grow in 2010?
42	Will you be hosting a year-end "thank you" event for your clients this year?
41	Do you have any special plans to help finish 2009 on a high note?
40	Have the events of the past year influenced your passion for the business?
39	Would you be willing to abandon your other marketing strategies if you could attract enough new clients through referrals?
38	Where do you think the stock market (S&P 500) is headed this summer?
37	Have you been increasing the number of in-person appointments you hold with clients and prospects?
36	How do your first quarter commissions and/or fees compare to the same period last year?
35	Given these uncertain times, are you receiving more referrals than usual?
34	Have you launched any new marketing, prospecting or referral campaigns in 2009?
33	Will you send your clients a New Year letter for 2009?
32	How many new clients will you add to your practice in 2009?
31	How much will your business grow in 2009?
30	Are you doing anything special to reduce the stress level of your team?
29	Do you think the DJIA will close above or below 10,000 this year?
28	What is your marketing priority for the fall?
27	When is the last time you conducted a client survey?
26	Are we in a bear market?
25	Are you on track to achieve your 2008 net new assets goals?
24	Are your fee based revenues on target to achieve your 2008 projections?
23	Are you on track for your 2008 new relationships goals?
22	Have you updated your personal marketing material within the past 12 months?
21	Would you be willing to spend 2 extra hours each week working on your business if it would produce dramatic results within 90 days?
20	We're getting close to the end of the first quarter. Have you been putting your 2008 business plan to good use?
19	In this uncertain investment climate, are your PROSPECTS more eager to hear your ideas?
18	What have you done over the past few weeks to offer your clients reassurance in this difficult investment climate?
17	Would you like to learn how to hold telesminars, webinars and web classes for your clients and prospects?
16	Have you laid out your client communication plans for 2008?
15	Do you use telephone scripts?
14	Do you have an automated system for sending email messages to your clients and prospects?
13	How often do you meet with your assistant to plan and set priorities?
12	When will you do your business planning for 2008?
11	Do you use a formal presentation book (pitch book) when you're meeting with a prospective client for the first time?
10	Do you have a regular plan for cleaning up your "orphan" assets?
9	Will the size of your team stay the same, grow or decrease over the next 12 months?
8	Who will win the World Series?
7	How many hours do you work during the typical business day?
6	What kind of client greeting cards will you use for the year-end holidays?
5	What is your best source of new IRA Rollover assets?
4	How often do you "touch" your top clients each year?