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Resources: Online Survey


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Millennials' Questionaire
To get additional perspecitve from the 18-33 generation about their ways of handling with finances. These answers will help us tailor an upcoming program.
Do you currently use an outside investment or financial planner?

Why or Why not?

If you're using someone now, how did yo meet and retain them?

Do you have financial goals for the near and long term?

Do you have a financial plan in place now?

Do you have any life goals that can be realized through better financial planning?

What do you look for in an investment representative?

What is your biggest challenge working with another generation?

Which ones do you have most issues with?

Which ones have the most issues with you?

Why

Approximately how many hours a day are you on the Web?

What part of that time is accessing social media?

Which resources do you regularly use?










Would you ever use an investment advisor that works with your parents or other family members?

Why or why not

 

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