2017 IRIS Advisor Survey: Win a MacBook Air
IRIS.xyz is giving one Advisor a chance to win a new MacBook Air for completing a brief 2017 Advisor Survey
Only 10 multiple-choice questions!
As the landscape continues to evolve within the financial industry, success is more and more determined by the information you digest on a daily basis. Our sole purpose is to learn more about you and your business, so we can deliver the best educational content possible.
One survey per participant please.
Thank you in advance for completing the survey.
This is a research project being conducted by IRIS.xyz. Your participation in this study is voluntary. Your responses will be confidential. Survey participants will be entered into a drawing to win a new 13-inch MacBook Air. One participant who completes the survey will be chosen at random.
The survey period will end April 7, 2017. The winner will be notified via email.
Don’t Be Tempted to Persuade Your Clients
Recently, I've been seeing a lot of articles about Advisors persuading clients to move from active management to passive management. Persuading clients to follow the way you manage investments is a big mistake. Do this instead.
Click on image above to watch the video.
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