Surveys 2014 July W What does it take to be the "Alpha" Advisor?

What does it take to be the "Alpha" Advisor?

0%

Exit Survey

What are the best practices of "Alpha" Advisors?   Open Architecture   Ability to Aggregate Account Data   Transparency of Fees   A Holistic Investment Policy   Household Reporting   Investment Performance for all Accounts and Advisors   Time to Engage the Client in a Discussion Proactively       What tools do you need to be the lead advisor?   Proposal Tool / Goal Based Planning   Account Aggregation Capability   Performance Validation Services   Accurate Client Reporting   Products - Open Architecture   Client Portal / Tablet Access       What are you missing to become the "Alpha" Advisor?       Compared to your competitors, is your product/service offering better, worse, or about the same?   A great deal better   Somewhat better   About the same   Somewhat worse   A great deal worse   Don't know       What are the reasons you excel or perform below your competitors?       Are you interested in receiving further communications from InvestEdge about how to become the "Alpha" Advisor?   Yes   No