Dear John: We’re getting ready to publish special coverage of trends in how advisors are allocating assets based on various investment objectives—and we’ve identified you as someone who we believe will have interesting views and opinions on this subject.
Can you take a few minutes to help us with a quick survey? (Seriously, it should take less than 5 minutes to share your views with us).
As a token of our appreciation for your participation, we'll do the following: - Enter your name in a drawing for a $250 American Express gift card
- Provide you with a copy of our brand new research report entitled “Advisor Views on Firm Marketing Support” that explores what advisors find most valuable from asset managers
|
Our survey sample is small, so your cooperation is critical to our success. Rest assured that your answers will only be used in conjunction with the others we receive. Share your views.
Thanks in advance for helping us with our research.
Cordially,
David Armstrong
Editor-in-chief
WealthManagement.com
| 
If you have trouble viewing this email, read the online version. 