Dear John:

We’re preparing a special report on what advisors like you see as the top industry trends for 2019, so we’re hoping you can take a few minutes to help us with a quick survey.

As thanks for your participation, we’ll enter your name in a drawing for a $250 American Express gift card.

Also, at the end of the survey we’ve provided a link where you can download our latest research report on RIA Best Practices.

Thanks in advance for helping us with our short survey.

Cordially,

Jay McSherry
Group Marketing Director
WealthManagement.com