As an expression of our thanks,
you can click on the appropriate link for complimentary copies of
The Cerulli Edge—Advisor Edition covering fee-based pricing.
Click
here for the participant
summary of last year’s advisor survey of all channels.
Cerulli Associates
One Exeter Plaza
Boston, MA 02116
Ph. 617-437-0084 www.cerulli.com
[your firm here] and Cerulli Associates, a
firm tracking advisor trends for more than a decade (www.cerulli.com),
invite you to participate in our 2006 Advisor Survey. Respondents can
determine how their practice stacks up with regard to compliance and
regulatory issues, practice management concerns, portfolio construction
methods, product usage, service offerings, and many other areas.
The survey will take about 15 minutes to complete and is entirely anonymous,
confidential, and secure. No effort will be made to identify you, and your
personal information will be protected.
If you choose to participate, you will receive an analysis of all aggregated
survey responses in about six weeks. You can compare these results to your
practice to determine what you may need to do to boost your competitiveness.
Thank you for participating in the survey. The results will not only help
[your firm here] provide more valuable products and services, but should
provide important insight into how your practice compares to others in your
marketplace.
