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Financial Advisor Survey

Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.

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1

What are the pros and cons of robo-advisors and traditional financial advisors?

Please select the options that best describe the advantages and disadvantages of each type of advisor.
2

How satisfied are you with the trustworthiness of robo-advisors compared to traditional financial advisors?

Rate your level of trust and satisfaction with robo-advisors and traditional advisors.
3

How has technology impacted your experience with financial advising?

Please share your thoughts on how advancements in technology have influenced your interactions with financial advisors.
4

Which factor is the most important for you when choosing a financial advisor?

Select the most influential factor in your decision-making process.
5

Have you ever used a robo-advisor for financial advice?

Please indicate if you have previous experience with robo-advisors.
6

How likely are you to recommend a robo-advisor to a friend or family member?

Rate your likelihood of referring robo-advisors to others based on your personal experience.
7

What concerns do you have about using robo-advisors?

Please describe any fears or doubts you may have when considering robo-advisors as your financial advisor.
8

In your opinion, which type of advisor offers better investment opportunities?

Select the type of advisor you believe provides superior investment options for clients.
9

How important is the human element in financial advising for you?

Rate the significance of personal interaction and emotional support provided by traditional advisors.
10

What improvements would you like to see in robo-advisor services?

Please suggest any enhancements or features you would like robo-advisors to incorporate to enhance your experience.
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