|
From: P.
Caleb Brown, CFP [mailto:pcale...@yahoo.com]
Sent: Thursday, July 31, 2008
9:40 AM
To: Ryan J. Blair
Hello Everyone,
You
are receiving this email because you have an interesting story on how you got
into the financial planning industry and, if you are willing, I think it
needs to be shared with others.
I am working on some research for career paths into the
financial planning industry and would like your input. This project is for
the further education of new entrants and existing business owners on
expectations. I have included the links to four surveys below. These
are basic surveys that should take no more than 10-15 minutes of your
time to complete. I ask that you only complete the survey that
pertains to your situation. I can't offer you any cruises or trips to
the Bahamas
for participating, but only confirmation that your
answers will help future people transitioning into the industry. I
plan to present some of the findings at a career development session
in Boston and
if we can get enough respondents, publish a summary of
the results. The surveys are anonymous, but if you would like to
provide your contact information, I will be following up with some
for a more detailed interview.
Feel free to forward to anyone
else who might want to participate.
You have until Monday August 4th to take the survey.
If you have any comments, questions or problems, you can contact me
at pcalebbrown@yahoo.com
Caleb Brown, CFP®
Click on the link below to take the survey that
applies to your
situation. Please take your survey only once.
College Grad. Starting own Firm Entrant
http://www.surveymonkey.com/s.aspx?sm=rWkSmsZ47tSmCZIwfEuHaA_3d_3d
Career Changer Starting own Firm Entrant
http://www.surveymonkey.com/s.aspx?sm=12lwhUra1Ofl2EKgthkZbw_3d_3d
College Grad. Joining Existing Firm Entrant
http://www.surveymonkey.com/s.aspx?sm=2PycPqD77_2bnKa12TKYlFGA_3d_3d
Career Changer Joining Existing Firm Entrant
http://www.surveymonkey.com/s.aspx?sm=l7LYnrTqpRd_2fUzEfXK_2fXnQ_3d_3d
|
