New Subscriber Survey
Help us better serve you by telling us a bit more about you!
Email
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1.
What should we call you? (First Name)
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2.
What year were you born? (We want our content to be relevant to your situation)
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3.
What is your current employment status? (e.g., employed, self-employed, retired)
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Please select a value
Employed
Self-Employed
Retired
4.
How would you describe your investing experience? (e.g., beginner, intermediate, advanced)
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Beginner
Intermediate
Advanced
Licensed Professional
5.
What are your primary financial objectives? (e.g., retirement, wealth building, education, short-term gains)
Characters remaining: 400
6.
Which types of investments are you most interested in? (Pick your Top 3)
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Stocks
Bonds
Mutual Funds
ETFs
REITs
Closed End Funds
Annuities
Insurance
Hedge Funds
Private Equity
Currencies
Cryptocurrency
Futures
Commodities
Other
7.
How frequently do you invest? (e.g., daily, weekly, monthly, occasionally)
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Daily
Weekly
Monthly
Occasionally
8.
What Size Investment Portfolio Do You Manage? (This will help us ID topics relevant to your needs)
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$0 - Just Getting Started
Less Than $50,000
$50,000 to $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $1,000,000
Greater than $1,000,000
9.
What is your annual household income? (This helps us understand your potential risk tolerance and investment capacity)
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Under $50,000
$50,000 to $100,000
$100,000 to $250,000
Over $250,000
10.
What is your preferred method of receiving financial information? (e.g., newsletters, podcasts, webinars, social media)
11.
How much time do you spend on financial research each week? (e.g., <1 hour, 1-3 hours, 3-5 hours, >5 hours)
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Less than 1 Hour
1 to 3 Hours
3 to 5 Hours
Greater than 5 Hours
12.
What topics would you like to see covered in our newsletter? (e.g., market analysis, stock picks, economic trends, investment strategies, personal finance tips)
Characters remaining: 400
13.
Do you use a financial advisor or investment manager? (Yes/No)
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Yes
No
I am a financial advisor
14.
What challenges do you face when making investment decisions? (e.g., lack of time, lack of knowledge, fear of risk, market volatility)
Characters remaining: 400
15.
Would you be interested in premium investment services or personalized advice? (Yes/No)
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Yes
No
16.
Anything you would like us to know? (Optional)
Characters remaining: 400