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Please take 30 seconds to complete this short survey.
Email
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Which of the following best describes you?
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Independent Financial Advisor (RIA)
Wealth Manager or Portfolio Manager
Investment Analyst or Institutional Professional
High-Net-Worth Retail Investor
Individual Investor
Other
What is your level of investable assets?
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Under $100,000
$100,000–$500,000
$500,000–$1M
$1M–$5M
Over $5M
Prefer not to say
What types of content are you most interested in?
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Daily market insights
Thematic investing (AI, energy, etc.)
Behavioral and structural edge strategies
Portfolio hedging techniques
Educational webinars
ETF model portfolios
Are you currently managing client assets?
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Yes, as a registered advisor
Yes, but not formally registered
No
Are you open to learning about new ETF strategies?
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Yes, actively looking
Yes, if the strategy fits my goals
Maybe
Not at the moment
Would you be interested in attending live monthly investment webinars?
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Yes
No
Maybe, depending on the topic