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Spear's - Adviser survey 2021

WELCOME TO THE SPEAR'S ADVISER SURVEY

This survey is for advisers to HNW and UHNW clients including wealth managers, tax advisers, family lawyers, reputation managers and many more.

Your answers to the questions in this survey help us to create a more accurate profile of you, which may appear online and/or in our print publications.

The survey aims to capture information about your work, the services you provide and your clientbase. 

You do not have to provide any information you would prefer not to. However, if you are included in the Spear’s rankings and indices, the more information you provide, the easier it will be for prospective clients to discover you by using the Spears500.com ‘Find an Adviser’ tool.

At the end of the survey you will be shown a summary of your answers and the option to go back and complete any sections that have been missed.

The survey is made up of FOUR main sections:
 
  1. CATEGORIES - Which of our categories and sub-categories you work in
  2. SPECIALITIES - What types of advice you provide and the basic makeup of your client base
  3. NOMINATIONS - Who do you think should be in the rankings in your category?
  4. YOUR PRACTICE - Your opportunity to provide more context to your work, your aims, your approach and your highlights from the past year

If you wish to prepare your answers offline you can download a Word copy of the survey HERE
1. YOUR DETAILS
This question requires a valid email address.
2. Please indicate below what you would like to hear from us about. We will not use your details for any purposes other than verification unless you request it below. Please click here to review our full privacy policy.
Wealth & Investing - Please select which sub-categories best describe your core work
Legal - Please select which sub-categories best describe your core work
Property - Please select which sub-categories best describe your core work
Tax - Please select which sub-categories best describe your core work
Business & Entrepreneurship - Please select which sub-categories best describe your core work
Lifestyle & Passion Investments - Please select which sub-categories best describe your core work
Health & Wellness - Please select which sub-categories best describe your core work
Home & Design - Please select which sub-categories best describe your core work
4. How accurate do they think our rankings are in your category?
Which section would you like to complete?
Section Status Actions
Your Specialities Not Started
Your Profile Not Started
Nominations Not Started
Updates Not Started
Review and Submit Complete