Financial Planning & Client Demographics

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* 1. With fee-for-service financial planning, are you most often billing a one-time or subscription model?

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* 2. How frequently do you bill clients when using a subscription model?

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* 3. How are you adjusting your fee-for-service pricing for 2025?

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* 4. Which fee structures do you currently use in your practice? Select all that apply.

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* 5. Beyond financial planning, which additional service(s) do you offer to clients? Select all that apply.

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* 6. Which client demographics do you primarily serve? Select all that apply.

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* 7. How many clients/households do you serve?

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* 8. How many client referrals do you typically receive in a year?

Systems and Technology

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* 9. What was your average monthly budget for systems and technology in 2024?

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* 10. How are you adjusting your monthly budget for systems and technology in 2025?

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* 11. What types of systems and technology are you planning to invest in during 2025? Select all that apply.

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* 12. What was the most significant business challenge you faced in 2024?
Select the option that best applies.

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* 13. What do you see as the biggest challenges or threats to the future of financial advice?

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* 14. What are your top approaches to growth in 2025?

Marketing and Client Communication

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* 15. What are the top marketing channels you use? Select all that apply.

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* 16. What was your average monthly budget for marketing initiatives in 2024?

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* 17. How are you adjusting your marketing budget in 2025?

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* 18. How frequently do you communicate with your clients throughout the year?

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* 19. How do you typically communicate with your clients? Select all that apply.

Experience and Insights

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* 20. How many years have you been providing client services?

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* 21. Do you have a niche? If so, what is it?

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* 22. How are you tracking the success of the fee-for-service portion of your business?

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* 23. Provide a quote based on your fee-for-service financial planning experience to be featured in the industry report. This could include best practices, advice, or tips.

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* 24. What is your email address? This will ensure you’re one of the first to receive a copy of the report.