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Survey on Advisor Risk

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Moraen View Drop Down
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Batman

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    Posted: Nov/02/2017 at 11:10am
All,

I'm writing an academic article on Risk Literacy for Financial Advisors and need your help.

I am attaching a link that will take you to an anonymous survey.  Even IP addresses are not tracked, so there is no issue with taking the survey as far as what your employer might find or if you are worried someone will know your production.  I won't know it, the university won't know it.  No one will know it. 

It may take you about 15 minutes to complete.  I will share the results of the study here first.  We'll be able to see who is a piker and who isn't by type of advisor, compensation methods, etc.

The survey is being distributed elsewhere too (XY Planning, FPA, etc.). 

If you have any questions I am happy to answer them here.

Here is the link:

Advisor Risk Survey

I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 11:25am
I usually get offered a "chance at winning a $100 Amazon gift card" for filling out something like that.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 11:39am
Don't hesitate to bump this so I see it when I have a bit more time.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 11:40am
Originally posted by Hacksaw Hacksaw wrote:

I usually get offered a "chance at winning a $100 Amazon gift card" for filling out something like that.


You get to use this site for free.  Not quite $100, but...
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 11:48am
Originally posted by luvindy luvindy wrote:

Don't hesitate to bump this so I see it when I have a bit more time.


Thanks.  I'll be bumping the topic periodically.
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

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Post Options Post Options   Thanks (0) Thanks(0)   Quote JackBlack Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 12:10pm
Taken.

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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 12:30pm
Originally posted by JackBlack JackBlack wrote:

Taken.


Thanks Jack

I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

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Post Options Post Options   Thanks (0) Thanks(0)   Quote wiredup Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 12:32pm
Originally posted by Hacksaw Hacksaw wrote:

I usually get offered a "chance at winning a $100 Amazon gift card" for filling out something like that.


Tell him that he has a chance but then tell him that your wife already won as soon as he competes it.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Macduff Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 1:41pm
I'm taking it but man, some of these answers are horrible.

If strategy B is followed, some money will be lose or not money will be lost. 

It was interesting though. I wish I could see if/how many I missed on the mathematical literacy portion.


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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 2:00pm
Originally posted by Macduff Macduff wrote:

I'm taking it but man, some of these answers are horrible.

If strategy B is followed, some money will be lose or not money will be lost. 

It was interesting though. I wish I could see if/how many I missed on the mathematical literacy portion.




Yeah.  I fixed as much of it as I could.

It was waaay worse this morning, but we needed to launch. 

I can give everybody the answers in this thread once we close the survey.  We are going to give it a couple of weeks.

Thanks for filling it out.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote brome90 Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 3:04pm
Filled it out - Pretty interested to see what is being studied, the results, and the outcome. 

Thanks for sharing.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Army13A Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 3:15pm
Originally posted by Hacksaw Hacksaw wrote:

I usually get offered a "chance at winning a $100 Amazon gift card" for filling out something like that.


LOL same here. Just did a survey earlier today for $35 SBUX card.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Delbs Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 4:39pm
I took it, some weird questions if they were questions? Interested to see the output - also, how many advisors get simple questions wrong. 
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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Nov/02/2017 at 6:59pm
Done. Fix the typos...
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Nov/03/2017 at 3:21am
Originally posted by Delbs Delbs wrote:

I took it, some weird questions if they were questions? Interested to see the output - also, how many advisors get simple questions wrong. 


I'll explain more once we close the survey.  Suffice to say many of the weird questions were used on another profession in a previous study.
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

Fiduciary as Fuck - iMo
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Nov/03/2017 at 3:22am
Originally posted by advisorman advisorman wrote:

Done. Fix the typos...


I would but believe it or not that messes up the survey.  Everybody needs to have the opportunity to take it the same way.
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

Fiduciary as Fuck - iMo
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Post Options Post Options   Thanks (0) Thanks(0)   Quote eggward Quote  Post ReplyReply Direct Link To This Post Posted: Nov/03/2017 at 7:50am
Will do it this weekend.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Nov/03/2017 at 12:18pm
Originally posted by Moraen Moraen wrote:

Originally posted by Hacksaw Hacksaw wrote:

I usually get offered a "chance at winning a $100 Amazon gift card" for filling out something like that.


You get to use this site for free.  Not quite $100, but...


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Post Options Post Options   Thanks (0) Thanks(0)   Quote MrGreen Quote  Post ReplyReply Direct Link To This Post Posted: Nov/03/2017 at 12:20pm
Done
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Post Options Post Options   Thanks (0) Thanks(0)   Quote MrGreen Quote  Post ReplyReply Direct Link To This Post Posted: Nov/03/2017 at 12:21pm
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