NAPA Net - Polling Places 060520 - wholesaler perspectives

Connecting with Advisors During the Pandemic

Over the past couple of weeks, we’ve asked about the ways in which our interactions with plan sponsors, participants, and colleagues might change.

We'll shortly be opening nominations for our top DC wholesalers - and while we all know that a good wholesaler can be an advisor's best friend and trusted ally - though the travails of the past several weeks have surely been an impediment to business as usual.

This week we're asking advisors for their perspectives - it seemed only fair to let you folks weigh in and let us know what you're thinking and seeing, and planning...

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* 1. What frequency have you been communicating with advisors during the pandemic?

Way more than usual.

More than usual.

About the same as usual.

Less than usual.

Much less than usual.

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* 2. How have those interactions taken place (check all that apply)?

in-person

via phone call.

via video call/conference.

social media.

email.

Any comments/observations?

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* 3. What has been THE most common means of communication?

in-person

via phone call.

via video call/conference.

social media.

email.

Any comments?

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* 4. While topic, timing, caller & time available can all be factors, generally speaking what do you consider to be an "appropriate" length of a zoom/video call with an advisor?

<15 minutes.

15 minutes.

30 minutes.

45 minutes.

60 minutes.

Other (please specify)

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* 5. While topic, timing, caller & time available can all be factors, generally speaking what have you found to be the most common length of a zoom/video call with an advisor?

<15 minutes.

15 minutes.

30 minutes.

45 minutes.

60 minutes.

Other (please specify)

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* 6. As we emerge from the limitations on travel/gathering, how do you think that might impact your interactions with advisors, if at all?

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* 7. What topic(s) do you find advisors are most interested in NOW?

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* 8. OK, last question; how're you doing (check all that apply today)?

I'm good.

I'm great.

I'm hanging in there.

There are good days & not-so-good days.

What day IS it, anyway?

I'm as good as can be expected.

want to expand on that?

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* 9. Other questions/comments about advisors, communicating with advisors, communications from advisors, visits from or with advisors, the impact of the pandemic on those communications, the future prospects for those communications, or life in general?

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* 10. What size advisor target markets do you PRIMARILY work with?

Under $10 million in assets

$10-$20 million

$20-$50 million

$50-100 million

$100 million - $250 million

$250 million - $500 million

Above $500 million

Other (please specify)

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* 11. Suggestions for future survey questions? Seriously - what would you like to know about/from your fellow NAPA-Net readers? Or what would you like to be asked?

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* 12. All responses are confidential, of course - but just in case you would like a response - or want me to know you responded - or just want to say hi - here's your chance to do so (don't forget your email)!