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WHO ARE YOUR CLIENTS
Mass Affluent
DC Plans
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High Net Worth
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HOW MANY CLIENT RELATIONSHIPS DO YOU MANAGE
WHAT ARE YOUR INDUSTRY DESIGNATIONS
AIF/AIFA
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QPA
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CFS
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CFA
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WHICH PRODUCTS DO YOU USE WITH YOUR CLIENTS
Common Stock
Gold (including gold ETFs)
Preferred Stock
Commodities (including commodity ETFs)
U.S. Fixed Income
Multi-Asset Products (including balanced
and target-date funds)
Foreign Stocks (ADRs)
Hedge Funds (including hedge funds-of-funds)
Foreign Fixed Income
Real Estate (including REITs)
Traditional Mutual Funds
Fixed Annuities
Long/Short Mutual Funds
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ETFs (excluding gold
and commodity ETFs)
Structured Products
Options
Other
Managed Futures
WHICH TABLET DEVICES DO YOU USE TO ACCESS FINANCIAL CONTENT
iPad
Windows/ Other
Android
WHICH SMARTPHONES DO YOU USE TO ACCESS FINANCIAL CONTENT
iPhone
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Windows/ Other
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