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...
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