What Are Your Plan Investment Practices?

Many factors go into decisions about advisor practices – knowledge, experience, personal preferences, client needs, and even organizational guidelines (restrictions?).  But how do yours compare with other advisors?

This week, we’re launching a Reader Poll series on business practices – your responses are anonymous, of course – but we’re hoping that many of you will participate in the interests of providing a shared perspective on practices – whether they be “best” or just common to all our readers. 

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* 1. How many different investment menus do you use today?

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* 2. Are you planning to consolidate menu offerings in the next 12 months?

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* 3. Is your investment policy asset allocation...

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* 4. Has that investment policy asset allocation changed in the past two years?

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* 5. What's the source of the education/communication material you use (check all that apply)?

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* 6. What's your PRIMARY source of education/communication material (pick the one that is most common)?

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* 7. Has that approach changed in the past two years?

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* 8. How are you delivering plan level committee meetings (check all that apply)?

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* 9. How are you PRIMARILY delivering plan level committee meetings (pick one)?

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* 10. Has that approach changed in the past two years?

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* 11. Any other comments about practices, business practices, changes in business practices, a lack of changes in business practices, the impact of changes (or a lack of changes) in business practices, or life in general?

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

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

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* 14. 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?

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