About
Memberships
Join The Network
About
Memberships
Join The Network
Advisor Assessment
Advisor Assessment
Your Business Name
*
Email Address
*
How large is your team? (include advisors, planners, administrative, and operational staff)
0-5
5-10
10-20
20-50
50+
How many client households do you currently advise?
0-20
20-50
50-150
150-250
250+
How many client households do you currently advise?
0-20
20-50
50-150
150-250
250+
How many client households do you currently advise?
0-20
20-50
50-150
150-250
250+
How many client households do you currently advise?
0-20
20-50
50-150
150-250
250+
How many client households do you currently advise?
0-20
20-50
50-150
150-250
250+
What is the average amount of invested assets you manage for each of your clients?
0 – $200,000
$200,000-$1,000,000
$1,000,000-$3,000,000
$3,000,000-$5,000,000
$5,000,000+
What is the average age of your clients?
0-40
40-50
50-60
60-70
70+
On average, how many conversations do you have directly with each of your clients each year?
1
2-4
4-8
8-15
15+
For each client household, on average how many family members do you typically advise?
One spouse
Both partners
Spouses and children
Family members across multiple generations
Multi-generational and extended family members
What do you consider your primary deliverable to clients as an advisor?
Family office services (i.e. bill paying)
Complex estate planning
Asset allocation/investment strategies
Holistic financial planning
Risk mitigation/insurance strategies
Please indicate the primary way in which you are compensated
Through brokerage commissions
AUM-based fees
Split evenly between fees and commissions
Through insurance commissions
A fixed retainer model
Which of the following do you think should not be part of an advisor’s responsibilities? (select all that apply)
Helping a family to find the right vacation
Discussing personal relationship issues within families
Helping a family align on charitable causes
Ensuring clients find satisfaction in their careers
Offering health and wellness solutions
In a few words, please describe why you and your firm would like to join the Life & Wealth Network®.
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