Test Your Rainmaker Acumen

6 Questions | Attempts: 207
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Test Your Rainmaker Acumen - Quiz



Take our short quiz to test your Rainmaker acumen.


Questions and Answers
  • 1. 

    How many of the affluent would consider switching advisors if they knew of a better option?

    • A.

      55%

    • B.

      63%

    • C.

      72%

    • D.

      85%

    • E.

      93%

    Correct Answer
    D. 85%
  • 2. 

    What percentage of affluent investors will attend public seminars to select an advisor?

    • A.

      4%

    • B.

      12%

    • C.

      17%

    • D.

      32%

    • E.

      42%

    Correct Answer
    A. 4%
    Explanation
    Public seminars are considered to be one of the "lowest impact" activities.

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  • 3. 

    What percentage of the affluent report being uncomfortable when asked for a referral?

    • A.

      55%

    • B.

      63%

    • C.

      72%

    • D.

      83%

    • E.

      93%

    Correct Answer
    D. 83%
    Explanation
    79% would be willing to provide a personal introduction.

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  • 4. 

    What percentage of the affluent reported that their financial professional’s website had “high impact” on their selection process?

    • A.

      8%

    • B.

      11%

    • C.

      23%

    • D.

      27%

    • E.

      43%

    Correct Answer
    A. 8%
    Explanation
    38% didn’t even check to see if the professional they were considering even had a website

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  • 5. 

    How many affluent investors currently have an advisor who uses a financial organizer?

    • A.

      22%

    • B.

      38%

    • C.

      43%

    • D.

      53%

    • E.

      67%

    Correct Answer
    B. 38%
    Explanation
    A low percentage, even though this is one of the top three statistical criteria affluent investors want.

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  • 6. 

    What percentage of advisors are actively bringing in new affluent clients?

    • A.

      3.9%

    • B.

      5.8%

    • C.

      7.9%

    • D.

      10.2%

    • E.

      15.6%

    Correct Answer
    A. 3.9%

Quiz Review Timeline +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Mar 14, 2022
    Quiz Edited by
    ProProfs Editorial Team
  • Feb 16, 2009
    Quiz Created by
    Oechsli
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