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Nerd's Eye View Reader Survey - 2024
1.
Over the past few years, we’ve made several adjustments to the frequency of articles and podcasts on Nerd’s Eye View.
How do you feel about the current FREQUENCY OF CONTENT?
There's more content than I can handle, but that's fine because I just read/listen to what I want.
The frequency of content is currently appropriate and is the primary reason I regularly visit.
The frequency of new blog posts is too overwhelming; I wish there was less.
The blog updates are now too infrequent; I wish there was more content!
Other (please specify)
2.
In the past 24 months, we have adjusted our email notifications to try to only highlight Nerd's Eye View articles that would most likely be of interest.
How do you feel about the current FREQUENCY OF EMAILS?
I'm fine with the email notifications; I open and read the ones of interest to me.
The emails are too infrequent now; send me updates for every new article, and I’ll decide which ones to read (or not)
The emails are too frequent; I'd prefer to get one weekly digest of all the new articles that week.
I wish I could opt in/out of articles on particular days (e.g., no more Monday practice management articles, just Wednesday articles on technical topics).
I'd like to just get notified of new articles in certain topic categories (e.g., just articles on retirement, or tax planning, or advisor technology).
I don't care about email notifications, as I keep up to date by other means (e.g., RSS feed, social media, etc.).
Other
3.
Currently, we publish the following weekly articles...
- Mondays: Career/Practice Management Trends, and Advisor FinTech
- Tuesdays: Financial Advisor Success Podcast with Transcript
- Wednesdays: Technical Topics eligible for CFP/CPA/IAR CE credit
- Thursdays: Kitces & Carl Podcast with Transcript
- Friday: Weekend Reading
How VALUABLE do you find this content to be:
Not Very Valuable
Somewhat Valuable
Very Valuable
Mondays on Career/Practice Management
Not Very Valuable
Somewhat Valuable
Very Valuable
Mondays on AdvisorTech
Not Very Valuable
Somewhat Valuable
Very Valuable
Tuesday FA Success Podcast
Not Very Valuable
Somewhat Valuable
Very Valuable
Wednesdays on Technical Topics
Not Very Valuable
Somewhat Valuable
Very Valuable
Thursday Kitces & Carl Podcast
Not Very Valuable
Somewhat Valuable
Very Valuable
Friday Weekend Reading
Not Very Valuable
Somewhat Valuable
Very Valuable
4.
Our articles come with an executive summary that gives an overview of the article and its content.
How do you feel about the current LENGTH and DEPTH of the EXECUTIVE SUMMARY?
I like the current format—it gives me what I need to glean the key takeaways or decide if I want to delve into the whole article.
I'd prefer a more ‘Executive’ style, with a brief introduction, a bulleted list of key points, and a conclusion
I'd prefer a much shorter write-up—just 2-3 paragraphs tops
I'd prefer to just see a couple of bullet points of the key insights.
Other
5.
Currently, we publish a mixture of written articles, audio, and video content.
How VALUABLE do you find this TYPE OF CONTENT to be:
Not Very Valuable
Somewhat Valuable
Very Valuable
Written articles
Not Very Valuable
Somewhat Valuable
Very Valuable
Audio Podcasts
Not Very Valuable
Somewhat Valuable
Very Valuable
Videos
Not Very Valuable
Somewhat Valuable
Very Valuable
6.
At Nerd's Eye View, we pride ourselves on being thorough enough to provide you deeper analysis and insight than what you can find elsewhere... but try not to be
too
lengthy in the process.
What do you think of the current LENGTH OF OUR CONTENT (too long, too short, or just right)?
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Written articles
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Podcasts
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
Videos
Too long; needs to be shorter
Just the right length
Too short; needs to be more in-depth
N/A; don't follow this content
7.
On a scale of 0 to 10,
How likely is it that you would recommend the Nerd's Eye View blog to a friend or colleague?
0 for Not at all likely, 10 for Extremely likely
Not at all likely
Extremely likely
0
1
2
3
4
5
6
7
8
9
10
8.
Have you joined the
paid Members Section
of Kitces.com?
Yes
No
Not yet, but planning to
Wait, there's a Members Section, too? I had no idea!
9.
We are always experimenting with new content formats for Kitces.com.
Please indicate how VALUABLE each of the following potential NEW CONTENT options would be:
Not Valuable
Somewhat Valuable
Very Valuable
25-minute CE-eligible weekly podcast recapping each Wednesday's Nerd's Eye View article
Not Valuable
Somewhat Valuable
Very Valuable
Live video broadcasts where readers can submit questions for Michael and the Kitces team to answer
Not Valuable
Somewhat Valuable
Very Valuable
Narrated video walkthroughs of advisor tech software/demos
Not Valuable
Somewhat Valuable
Very Valuable
Practice management dashboard to benchmark and compare my firm's key numbers to others
Not Valuable
Somewhat Valuable
Very Valuable
10.
As we consider new ways to add value to the financial advisor community, we are exploring several new potential features or services.
Please indicate how VALUABLE the following would be as POTENTIAL FEATURES on Kitces.com:
Not Valuable
Somewhat Valuable
Very Valuable
Advicer-Only Community platform/forums to talk about Nerd's Eye View content/topics
Not Valuable
Somewhat Valuable
Very Valuable
Services directory of coaches & consultants serving financial advisors (a service-provider version of our fintech.kitces.com directory)
Not Valuable
Somewhat Valuable
Very Valuable
Advisor Ratings and Reviews of technology vendors and consultants serving financial advisors
Not Valuable
Somewhat Valuable
Very Valuable
Jobs Board For Hiring or Finding Financial Planner/Paraplanner Opportunities
Not Valuable
Somewhat Valuable
Very Valuable
Ability to white-label Kitces articles or Executive Summaries to use with clients
Not Valuable
Somewhat Valuable
Very Valuable
1-2 day in-person live Kitces Conference or Workshop
Not Valuable
Somewhat Valuable
Very Valuable
11.
In your own words, what are the primary reason(s) you choose to continue subscribing to the Nerd’s Eye View on an ongoing basis?
12.
If you could alter any one thing about the Nerd's Eye View blog to make it more useful or valuable to you, what would you change?
13.
Which best describes your primary connection to financial planning and the Nerd's Eye View?
I am primarily a(n):
Student/Future financial advicer (working on/thinking about it!)
Solo advicer running my own practice
Employee advicer working for a larger firm
Owner/Partner of a multi-advicer firm
Retired/former financial advicer
Non-advisor employee of a financial services firm (e.g., compliance, operations, support, financial planning department)
Worker elsewhere in the financial services industry
Affiliated professional (e.g., attorney, accountant/CPA/tax preparer, trust officer, etc.) that works with advisors and/or their clients
Industry vendor that serves financial advisors
Strategic investor looking for opportunities (e.g., VC, PE, investment banking, enterprise Strategy team)
Educator/academic tied to financial planning
Media
Individual who reads the content for my own personal use
Other (please specify)