AI Advisor Survey
Complete the survey for a chance to win a one-year Bloomberg subscription
(your responses are anonymous)
Average completion time: 2 minutes
The purpose of this survey is to better understand the needs and wants of Advisors like yourself. We are passionate about making your lives easier and want to know how we can help.
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Our hope is that this survey will highlight gaps in existing resources so we can focus on filling those gaps. We want to help you gain confidence and get help where you need it most.
Let's get started!
1. How familiar are you with AI?
2. What are your main goals or challenges that you are trying to solve with AI?
3. What technology do you currently use in your business?
4. What would you change or improve?
5. What matters most in your decision to adopt new technology?
7. What news sources do you currently leverage?
8. What are the top 3 goals for your business over the next 12 months?
Would you like to enter the drawing for a chance to win a one year Bloomberg subscription?
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Thank you!
Want to learn more about how AI can help you? Check out the resources below!