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Most Recent Polls
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July 11, 2008
In the current environment should the Fed be more concerned about inflation or economic weakness?
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June 26, 2008
With what percentage of your clients do healthcare issues and/or costs come up during meetings?
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June 16, 2008
Currently, my clients are most adversely affected by:
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June 2, 2008
According to a recent Spectrem report, affluent clients don't know what they are paying in fees. Do your clients know and understand the fees associated with different investments?
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May 16, 2008
Has your bank rolled out a clear directive to court clients with a focus on retirement planning services?
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May 5, 2008
On Tuesday, the Democrats will hold primaries in Indiana and North Carolina. Will the Democrats have a nominee on Wednesday?
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April 28, 2008
To what extent have you replaced clients' mutual funds with exchange traded funds?
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April 21, 2008
Are we in a recession?
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April 14, 2008
How much has the subprime mortgage mess affected your bank brokerage or wealth management program?
