Thank you for your interest in participating in our sixth annual Advisor study. This on-line questionnaire will take approximately 15 minutes to complete. Your responses will be kept confidential, and will be used to help providers understand your needs and improve service.
To thank you for your time, we will make available to you the results of this study in a report designed especially for Advisors. Additionally, 401k Exchange will provide you, free of charge, access to the following products for 90 days.
- Prospect Goldmine - The industries top source for generating qualified leads
- iScout & kScout -investment analytics, custom branded reports for benchmarking and other reporting capabilities
Exclusive Pipeline Appointments 401kExchange will randomly select 10 survey participants to receive a complimentary appointment to meet with a plan sponsor in the regional area of the selected advisors.
For more information on these products please visit the following:
http://www.401kexchange.com/401kasp/main3/home.asp
Details on this offer are available upon completion of the survey.