Are You Covering the Basics?

A reader comments “too often we get caught up in the complexities of financial wellness, etc. without improving the basics, such as the number of people who have even signed up for online access to their retirement account.”  This week, we’d like to know, are you tracking the basics with your plan sponsors, as well as the outcomes?

Question Title

* 1. Which measure(s) of success do you use in evaluating your practice (check all that apply)?

Question Title

* 2. Has that changed in the past two years?

Question Title

* 3. Which measure of success do you PRIMARILY use in evaluating your practice?

Question Title

* 4. Which measure(s) of success do your plan sponsors use in evaluating their plan (check all that apply)?

Question Title

* 5. Which is THE measure of success most commonly used by your plan sponsor clients in evaluating your services?

Question Title

* 6. What do you think about the notion that advisors have gotten so caught up in sweeping changes like financial wellness that they're overlooking the basics?

Question Title

* 7. Any other comments about measures of success, changing measures of success, measures of success that are used, but not meaningful, measures of success that matter, measures of success that vary from client to client, or life in general?

Question Title

* 8. What is your role working with retirement plans?

Question Title

* 9. What size plans do you PRIMARILY work with?

Question Title

* 10. Suggestions for future survey questions?  Specifically, it's been suggested that it would be good to get feedback on different aspects of practice management - which one(s) would YOU like to know more about from your fellow advisors?

Question Title

* 11. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

( Privacy & Cookie Notice

T