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The more someone wants personal contact, very likely, the more he or she is willing to use a real-life broker, specifically a broker at a small firm. But the question of how important the investor thinks it is for a broker to know personal details about family, profession, or hobbies seems potentially irrelevant, rather a specific question about the relevance of family profile and in terms of future financial goals should be included instead.
New Questionnaire
Are you a user of the services of investing firm x?
How long have you been using investment firm x?
Are you using any other investment firm to manage your assets at present?
What was the most important factors in choosing your current investment firm -- a. size of firm, b. contact with representative, c. recommendation from a friend d. commission fees e. returns on investments
How would you rate your level of satisfaction with your current investment firm? a. very satisfied b. satisfied c. neutral d. somewhat dissatisfied e. not satisfied at all
Do you have an Internet connection at home?
Are you comfortable using the Internet for financial services, such as online bill pay, etcetera?
What is your age range? a. under 30 b. 30-60 c. 65+
If you are not comfortable with the Internet when using it for financial services -- why? a. security b. lack of personalized services c. lack of paper trail
Do you use the Internet to track your investments?
Have you used an online brokerage firm?
If so, are you currently using...
convenience b. low commissions c. anonymous nature of service
If you are not currently using the Internet to buy and sell stocks, are you considering shifting to an online service, as opposed to a traditional investment firm?
If so, what is the main reason? a. convenience b. low commissions c. anonymous nature of service -- don't need to talk to anyone to make decisions
How great a proportion of your current income is invested in the market?
Would you characterize yourself as a conservative, moderately conservative, moderately daring, or daring investor in terms of your comfort level with risk?
What are your primary goals for investing? a. savings b. high ROI c. retirement income d. college savings?
How satisfied are you with your return on your current investments?
What would you like to change a. greater profit b. less risky c. more risky d. I would like more advice and personalized services from my investment firm e. I would like a lower commission fee
How likely are you to switch your current method of investments within the next six months, either from a brick and mortar firm to an Internet firm, or vice versa? a. very likely b. likely c. somewhat unlikely d. not likely at all
In the future, do you see yourself a. remaining with a small investment firm b. switching to a larger firm c. switching to an online service d. splitting my money management between the Internet and a firm
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