Social App Builder
Social App Builder
新しいアプリを作成
English
Azərbaycan dili
Bahasa Indonesia
Bahasa Melayu
Čeština
Dansk
Deutsch
Español
Français
Hrvatski
Italiano
Lietuvių
Magyar
Nederlands
Polski
Português
Română
Shqip
Slovenčina
Slovenščina
Suomi
Svenska
Tiếng Việt
Türkçe
Ελληνικά
Български
Македонски
Русский
Српски
עברית
العربية
हिन्दी
বাংলা
ภาษาไทย
ქართული
中文
한국어
日本語
Other Languages
アカウントを作成する
サインイン
Are You Financially Managed?
This quiz should tell you whether your financial advisor is worth his/her oats and whether you need to change advisors !
始める
共有
Are You Financially Managed?
Does your financial advisor make an effort to come and see you every now and then?
質問 1 out of 10
No, I have not seen him / her since I signed my policy docs !
Yes, they make the effort to show face and keeping in contact
Are You Financially Managed?
Do you get monthly updates or statements on your investment portfolio?
質問 2 out of 10
I don't really know what's going on with my own money...I just know money goes off every month.
Yes, I get regular feedback and I'm well informed !
Are You Financially Managed?
Are you able to see or contact your advisor on short notice?
質問 3 out of 10
No, I just get voicemail most of the time and its a struggle to get quality feedback !
Yes, I can reach my advisor easily most of the time.
Are You Financially Managed?
Do you really feel like you're being looked after?
質問 4 out of 10
No...I kind of feel a bit left out in the dark most of the time...can't really put my finger on it.
Yes, I feel I'm in very capable hands. I have regular contact.
Are You Financially Managed?
Is your financial advisor a Tied Agent ( limited rage of products) or an Independent Financial Advisor (Access to just about ANY product in the market place.)
質問 5 out of 10
No, my advisor can not really offer much variety and is limited with regards to product range and/or advice.
Yes, my advisor is a proper certified independent advisor.
Are You Financially Managed?
If you could go back in time and meet with your current advisor again...knowing what you know NOW, would you :
質問 6 out of 10
No, send the bloke packing !
Yes, probably do it all over again
Are You Financially Managed?
Do you feel you were pressured into buying a savings or investment product?
質問 7 out of 10
No, I made an informed decision based on a detailed analysis and recommendation.
Yes...the guy made me feel very guilty and I kind of felt pushed into a corner to be honest.... !
Are You Financially Managed?
Is your financial advisor Certified to give advice?
質問 8 out of 10
I'm actually not really sure....?
Yes, my advisor is qualified to give advice.
Are You Financially Managed?
Is your advisor up to speed with the latest technology and tools?
質問 9 out of 10
No, judging by his Nokia 2110 brick and mono screen laptop....probably not !
Yes, he's got a website, blog and is easily found on Google.
Are You Financially Managed?
And finally....what do you think of your advisors general appearance?
質問 10 out of 10
Thumbs up, the man dresses like a Swiss Private Banker !
Well, the jeans and golf shirt is sort of ok...it is...isn't it?
Lonny.Hayes
によって作成されました
独自のクイズを作成する
Online People - デート、チャット、新しい人との出会い
おすすめのクイズ
中澤信幸の5つのクイズ
めざせ!ナイトホッパーズ!
Lamadrequetepario
Vampire Knight
テタンオタクエレス
あなたにぴったりの留学先は?
Testtest2
あなたの「眼」診断します。
Evaluate Your Japanese
めざせ!ナイトホッパーズ!
中澤信幸の5つのクイズ
あなたの「眼」診断します。
Lamadrequetepario
中澤信幸の5つのクイズ
Siapa jodoh kalian di tf family generasi ke 4
University apa nihh
Evaluate Your Japanese
Which Ice Cream Are You?
What Cars Fits You Bests?
What Is Your Personal Theme Song?
What's Your Life's Mission?
Which Of The 5 Elements Are You Gifted With?
What Does Your Eye Color Mean
What Weapon Are You?
Who Makes You Smile?
What Your Birthmonth Means????
Whom Will U Love
What Kind Of President Would You Make?
How Will You Die?
Goal Setting Questionnaire.
その他のクイズ
提案された投票
Testをしていますよ
Fifa World Cup 2010
Testをしていますよ
Checkapp
個人事業主→調査します(笑)
Re7ıe7ı
名刺アンケート
Will India Win The Cricket World Cup 2011?
Test Run
Save India
その他の投票
おすすめのアプリ
Are You An M Or S?
Test Test
Test Test
How Lucky U R ?
Your Future
Calculate Your Iman (Faith) Percentage
より多くのアプリケーション