NGAM Discovery Questionnaire

The information from this survey will be scrubbed, e.g. your identity will be kept confidential. Therefore, please answer the following questions honestly. The only reason that we ask you to provide your name is so that we can follow-up and ask further questions in the event that we'd like to clarify your responses.

 
Name *
Name
Please describe the different types of customers for the Investment Consultative services you provide
Please choose what you believe to be the single highest priority of the consultative process
Please choose what you believe to be the single highest priority of the consultative process
Please choose what you believe to be the single highest priority of the consultative process
If there was an objective of the consulting service that was missing from the list above, please provide it here.
How similar is your consultative process between customers? *
When you provide consultative services to different customers, how different is the process each time?
Customer sophistication *
On average, how sophisticated are the customers to whom you provide consultative services? - Not at all sophisticated => very little understanding of portfolio construction & investment analysis - Highly sophisticated ==> very high level understanding of portfolio construction & investment analysis
Customer retention *
Given that you provide someone with a consult, what is the likelihood they come back for another consultation?
Which statement best describes the difference, if any, between the first time you do an initial consultation with a customer vs. a follow-up consultation