What's Your Investment Committee Experience(s)?

Time spent preparing and delivering quarterly reviews is a critical aspect of an advisor’s work.  So, how much time do you devote to that effort, and what lesson(s) have you learned along the way?

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1. For approximately how many clients do you prepare/deliver quarterly reviews for each quarter?

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2. How much time do you spend preparing quarterly reviews each quarter - per client?

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3. How much time do you spend delivering quarterly reviews each quarter - per client?

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4. Has that changed over the past 2 years?

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5. What, if anything, do you add to standard scoring analysis to differentiate yourself?

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6. What are the most unusual requests on which you have been asked to provide information?

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7. Any other comments on investment committees, working with investment committees, preparing to work with investment committees, or responding to unusual requests?

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8. What is your role working with retirement plans?

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9. What size plans do you PRIMARILY work with?

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10. Suggestions for future survey questions?

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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...

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