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camomiletea
Constance - Make tea, not war
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Constance - Make tea, not war: dear diary

As you may be aware I've recently graduated and am exploring career possibilities. One exciting career possibility is a financial advisor with Waddel & Reed. I'd like to get some feedback from people I know. So I'll start with an easy to fill out poll, and if you have any questions or additional comments, please reply. The answers will only be visible to me, and comments will be screened unless you tell me otherwise - to protect any private information. I appreciate your help :)

How do you feel, in general, about the financial services industry?

Rate your experiences with financial services industry (10 is the best)

Mean: 6.29 Median: 7 Std. Dev 1.58
1
0(0.0%)
2
0(0.0%)
3
1(14.3%)
4
0(0.0%)
5
1(14.3%)
6
0(0.0%)
7
4(57.1%)
8
1(14.3%)
9
0(0.0%)
10
0(0.0%)

How would you describe the ideal financial advisor?

When I mentioned that I'm considering a career as a financial advisor with Waddel & Reed, what came to mind in terms of financial services?

What are some of your main financial goals or concerns lately?

Do you have a regular investment/savings program or do you do more of a "save as you can" plan?

Regular investment/savings program
2(25.0%)
"Save as you can" plan
1(12.5%)
Both
4(50.0%)
Neither
1(12.5%)

Which is the following financial instruments do you use?

Savings Account
1(14.3%)
Money Markets
0(0.0%)
Mutual Funds
0(0.0%)
Stocks or Bonds
0(0.0%)
Insurance Policies or Annuities
0(0.0%)
Certificates of Deposit
0(0.0%)
Other
0(0.0%)

Have you ever had a comprehensive written financial plan prepared by someone other than yourself?

Yes
1(12.5%)
No
7(87.5%)

If I decide to make this career change, would you be willing to speak with me (and a seasoned professional) regaring your financial goals on the phone?

Yes
0(0.0%)
No
4(50.0%)
It depends
4(50.0%)

I like question #2; the first time I ever used "scale"-type question in the poll - cool! Thanks all!


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