Test Your Rainmaker Acumen

6 Questions | Total 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%

  • 2. 
    What percentage of affluent investors will attend public seminars to select an advisor?
    • A. 

      4%

    • B. 

      12%

    • C. 

      17%

    • D. 

      32%

    • E. 

      42%

  • 3. 
    What percentage of the affluent report being uncomfortable when asked for a referral?
    • A. 

      55%

    • B. 

      63%

    • C. 

      72%

    • D. 

      83%

    • E. 

      93%

  • 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%

  • 5. 
    How many affluent investors currently have an advisor who uses a financial organizer?
    • A. 

      22%

    • B. 

      38%

    • C. 

      43%

    • D. 

      53%

    • E. 

      67%

  • 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%

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