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ErikJ Employee
Employee

See how other advisors manage their practices with the Advisor Insights Survey

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We're excited to launch Morningstar’s Advisor Insights Survey, which is designed to answer advisors’ biggest practice-management questions and benchmark their practices against the industry. The survey was designed around feedback from advisors like you and aims to provide answers to some of your top questions about your colleagues and the industry. 

The resulting report will be freely available only for advisors who take the survey and provide a comprehensive analysis of every response. You can use the results to get a sense of how your practice-management techniques compare with your peers.

The survey only takes 10-20 minutes to complete, and you don’t need to do anything to prepare for it. Access the survey here and let us know if you have any questions or comments!