As mentioned in my previous articles about investment strategies, there are many types of questionnaires that you can offer to your potential clients. The first questionnaires focus on general questions such as; what is your current state of financial health? What are your goals for the future? What type of investment products do you currently purchase? When considering any investment strategy, it is very important to think about both short-term and long-term goals. One important question that you may want to answer with these questionnaires is “Do you currently have any retirement investments?”
These questionnaires will ask about your investment portfolio; how you invest, how much money you invest each year, how much stock market capital you have, your overall investment profile, what your expenses are, etc. You will be asked a variety of personal questions as well. Are you married or currently dating? Have you been injured at work recently? Have you ever had a pet sick with a disease? If so, how much is your insurance bill due each month?
One reason why I love taking these questionnaires is because they allow me to get a quick snapshot of the state of my investor relations strategy. As you can see in my last article, I got some good feedback from my readers and prospects. However, some people seemed to have some difficulties with some of the questions I asked. Sometimes it takes a bit of clarification to make sure you have answered all questions correctly. This article will give you a sample of some questions I use to give myself a general check to make sure my strategies are working.
One common question that I receive quite frequently is “Do you have any retirement goals yet?” Of course, you cannot expect someone who is not planning on retirement to be clear on this. As such, here is an easy one for you. Take the questionnaire below and answer the questions to the best of your ability.
As part of the retirement planning process, I like to know what my portfolio will look like when I retire. Take one of these surveys to get some basic information about your own portfolio and yourself. This questionnaires usually only ask about age, race, gender, education, marital status, and so on. Any additional information is generally requested on a more in-depth survey down the road.
The next questionnaires normally ask you about what type of investments you are currently involved in (stocks, mutual funds, etc.) and your overall asset allocation strategy. These types of questionnaires are great for getting an overview of your risk tolerance and overall asset allocation preferences. Take one of these questionnaires to learn more about your own investment portfolio and where you are currently spending your money.
These questions should give you a good idea of what type of investor you might be if you take a more comprehensive approach to investing. Take one of these quizzes today. You will find that this particular quiz will help you make decisions about your own retirement strategy and assets. Don’t forget to take advantage of this advice at all times.