How do you stay updated on investment trends? *

I follow expert publications and attend webinars

Twitter, Reddit, and financial influencers

I rely on my advisory team or wealth manager

I don’t really keep up

Are you currently seeking exclusive investment opportunities? *

Yes – always on the lookout

Maybe, if it fits my strategy

No – not right now

Do you get regular performance reviews and analysis of your portfolio? *

Monthly

Annually

Occasionally

Never

Do you attend any private networking events or investor meetups? *

Yes – love connecting with other leaders

Sometimes, when invited

Not yet, but interested

No – not my thing

What’s your preferred approach to investing? *

I prefer full-service wealth management

A mix of DIY and professional advice

Mostly DIY

I’m still figuring it out

How strong is your tax and estate planning strategy? *

Locked down with my advisor

In progress, working on it

Not really addressed yet

Do you have access to a dedicated financial concierge or strategist? *

Yes – part of my team

No, but I’d love that

Not sure what that is

No – I manage it all myself

What’s your current financial focus? *

Growing my wealth

Protecting my assets

Expanding my business

Still figuring it out

Full Name *

Phone *

Email *