Social Media Usage by Financial Professionals

Question Title

First, please tell us about yourself.

Name

Company

Email Address

Phone Number

This study is conducted in conjunction with Gainfully, an independent social media marketing platform designed specifically for financial professionals.

Question Title

What are your designations/licenses? (Required.)

Financial Planner at independent broker-dealer

Financial Advisor at a bank

Financial Advisor at a regional or national wirehouse

Fee only (or primarily) RIA/IAR

Independent Insurance Agent

Financial Advisor at proprietary insurance company

Other (please specify)

Question Title

How much did you earn in gross commissions/fees last year? (Required.)

Less than $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1 million

Greater than $1 million

Question Title

How much annuity production did you do last year? (Required.)

Less than $1 million

$1-3 million

$3-5 million

$5-10 million

Greater than $10 million

Question Title

How many assets are under your management? (Required.)

Less than $25 million

$25 million - $50 million

$50 million - $100 million

$100 million - $150 million

$150 million - $250 million

Greater than $250 million

Question Title

* First, please tell us about yourself.

Question Title

* What are your designations/licenses? (Required.)

Question Title

* How much did you earn in gross commissions/fees last year? (Required.)

Question Title

* How much annuity production did you do last year? (Required.)

Question Title

* How many assets are under your management? (Required.)

First, please tell us about yourself.

What are your designations/licenses? (Required.)

How much did you earn in gross commissions/fees last year? (Required.)

How much annuity production did you do last year? (Required.)

How many assets are under your management? (Required.)