Why Did You Get Hired?

There are lots of reasons to get hired to work with a retirement plan – most good, though some not-as-good.  Thinking about the last time you got hired – and the last time you didn’t....

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1. Why do you think advisors - good or not-so-good - get hired?

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2. Why do you think GOOD advisors generally get hired?

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3. The last time you were hired to work with a retirement plan, what was/were the stated reason(s) (check all that apply)?

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4. What do you think (or know) was the PRIMARY reason you were hired?

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5. Were you hired because there was a problem, because there was:

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6. Now, thinking about the last time you DIDN’T get hired, what was the reason(s)?

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7. Was there, in your estimation, a PRIMARY reason you/your firm DIDN’T get hired?

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8. Any other comments on getting hired, not getting hired, the reasons - stated or not stated - for getting hired or not getting hired, or any stories you'd like to share (anonymously, of course), about getting hired (or not)?

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9. What is your role working with retirement plans?

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10. What size plans do you PRIMARILY work with?

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11. Suggestions for future survey questions?

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12. 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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