FEED
- Free newsletters - Wealth Advisor, Breaking News and MoreEarn Free CE CreditsFree Seminars and Podcasts from Industry ExpertsAccess our Discussion Boards
Sponsored By:
How did you come to meet and eventually work with the majority of your clients under the age of 40?
- Social Networks/Social Media
-
27%
- Networking Events/Conferences
-
4%
- Community Organizations
-
8%
- Referral From Another Professional
-
8%
- Their Parents, Friends or Other Current Clients
-
35%
- Cold Call
-
4%
- Walk In
-
4%
- Other
-
12%
This poll is closed Most Recent Polls
-
October 11, 2011
Of these investment products, which is the least understood by most of your clients?
-
October 5, 2011
In the aftermath of its disastrous rogue trading scandal, UBS has lost at least $2.3 billion, a handful of top executives -- including CEO Oswald Gruebel -- and a lot of credibility among its customers and competitors. So who's to blame?
-
September 26, 2011
The Dow Jones Industrial average rallied above the 11,000-point threshold earlier this week after European officials pledged to take bolder steps to fight the region's debt problems. Where do you think the Dow will finish by year’s end?
-
September 19, 2011
Which of the following investment products are your clients most interested in these days?
Discussion of the Week: 
