Hey Advisors, we'd love your input!

As we embark on a brand new year, advisory firms are continuing to adapt to new normals as a result of COVID-19. Considering these mainly digital shifts, we at Asset-Map and FA Match are curious about how advisory firms will approach two of the most human-centric areas of their business in 2021: industry networking and recruitment. 

We asked ourselves: how have remote workplaces impacted recruiting efforts? Is the in-person conference as we once knew it mainly a thing of the past? As the world continues to evolve digitally, we believe there is a huge opportunity for firms to re-think how they interact with each other and with prospective clients. 

Together, we’ve created the 2021 Virtual Advisor Survey to identify the ways in which advisors are adopting new methods for building meaningful connections. 

We greatly appreciate your participation in this survey – it should only take a minute. If you’d like, please provide us with your email address to receive the results when they become available.

START SURVEY

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FAQ: 

Will my individual responses remain anonymous?

Responses will remain anonymous unless you provide your email address. In that case, we will not share your email address with any third parties.

When will the results be released?

We hope to release the data by the beginning of Q2. Stay tuned!

Who are you surveying? 

We’re surveying financial advisors from RIA’s, broker-dealers, wirehouses and OSJ’s with teams from 1-1000+ in size. Copy this link to pass it on!

What is FA Match? 

FA Match is the industry's only two-way, data-driven solution for advisor recruiting.

Our proprietary Advisor Match™ technology helps advisors and firms focus on the criteria that matter most to their growth and personal goals - dead-end searches stop here. We have 20+ years of experience connecting high-performing advisors with the best firms out there. Let's work together to reach your goals. Learn More.

What is Asset-Map?

At Asset-Map, we live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize a client’s complete financial inventory on a single page. With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future. Learn More.