Dear Voornaam:

We’re interested in getting an update on 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 product usage trends.

Can you take a few minutes to help us with a quick survey? (Seriously, it should only take about 5-7 minutes to share your views with us).

As a token of our appreciation for your participation, we will:

• Provide you instantly upon submission of your completed survey with a free copy of a new comprehensive 21-page research report entitled “Portfolio Construction: The Advisor View”
• Enter your name in a drawing for a $250 American Express gift card

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.

Act now and download this
free report valued at $2,500

Cordially,

Jay McSherry

Group Marketing Director

WealthManagement.com