Like me, you are no doubt working under very different conditions than just a month ago. As the coronavirus pandemic has upended our professional and personal lives, you may be meeting exclusively through Google Hangouts or Zoom, using spare space in your home for a new office, communicating with clients in innovative ways and reevaluating spending. In this environment, understanding how wealth management’s use of technology has evolved is more important than ever.
For that reason, I am pleased to invite you to participate in Financial Planning's 2020 Tech Survey on behalf of your firm. Our annual survey — which we are fielding six months earlier than usual to better capture the coronavirus’ impact on business — will allow us to analyze fast-changing technology trends in wealth management. Your timely response will help.
For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.
Please take a few moments to share your experiences. Results will be published in June. This survey should take approximately 10 to 15 minutes to complete. Please be assured that your information is reported in aggregate only; your responses will not be linked to you individually or to your company.
Thank you in advance for your time.
