Registration Consultant's Toolbox   Professional Development Process and Technology Practice Management Investment Products Fast-Breaking Innovations      (Current Issue) Past Issues of Senior Consultant Senior Consultant, 2003 Senior Consultant, 2002 The Society of Fiduciary Advisors Fiduciary Investment      Standards Initiative (FISI) FISI Nomination How to Add Value The Advice Imperative The Process of Adding Value The Technology of Adding Value How to Manage Your Practice Leveraging Through a      Division of Labor Leveraging Through Technology Defining Your Value Proposition Creating Transferable Value in      Your Practice How to Grow Your Practice Sales and Marketing Market Segments The Best and the Brightest Profiles The Society of Senior      Consultants The Society Membership Nomination Questionnaire Standards Initiative Industry Benchmarking Studies Professional Development Development Menu Access Methodology Firms on the Leading Edge The Next Generation Thesis Investment Products Innovations Developments Asset Management Commentaries Performance Analyses Firms About Us Our Mission Our People An Invitation Our Beginnings Return Home		Senior Consultant Registration Form All fields denoted with an asterisk (*) require valid input. Full Name:* Title:* Department: Name of Firm:* Street Address:* City:* State:*     Zip:* Country: Phone (be sure to include area code):* Fax Number (be sure to include area code): E-Mail Address:* May we send you html e-mail messages?*   Yes   No May we occasionally send you special offers from third-parties?*   Are you a Practicing Financial Advisor?* Yes Then please answer registration questions 1-9 below. No Then please answer only registration question 10 below. Registration Questions for Financial Advisors  1.  How would you characterize your services?*    Consultant       Planner       Broker       PMeR   Other   2.  What is the amount of assets you have under advisement? $ million  3.  What percentage of your business is fee-based?    %  4.  How many clients do you have?     5.  What percentage of your assets are in the following markets?    a.  Mass Market: Less than $100,000    %    b.  Retail Market: $100,000 to $1.3 million    %    c.  High Net Worth Market: $1.3-$50 million    %    d.  Ultra High Net Worth Market: $50+ million    %    e.  Defined Contributions    %    f.  Defined Benefits    %    g.  Foundations and Endowments    %    h.  Public Funds    %    i.  Profit Sharing    %    j.  Taft-Hartley    %    k.  Other    %  6.  What is/are your professional designation(s)?   7.  Who is your broker/dealer?    8.  How long have you been in business?    years  9.  How long have you been a Financial Advisor?    years Thank you for taking your valuable time to complete this registration form. This information will not be sold to vendors and will be held in complete confidence. This information will be used for market research in summary form without citing specific practices or practitioners on our efforts to advance investment management consulting.       Registration Question for Facilitators of Financial Advisors 10.  How do you characterize your services?    Broker-Dealer support     Technology Provider     Asset Management Provider   Other  Thank you for taking your valuable time to complete this registration form. This information will not be sold to vendors and will be held in complete confidence. This information will be used for market research in summary form without citing specific practices or practitioners on our efforts to advance investment management consulting.       If you should have any problems with this page, please e-mail us at Support@SrConsultant.com. Your satisfaction is of utmost importance to us! (c) 1998-2004 Senior Consultant, 1457 Crystal Springs Lane, Richmond, Virginia 23231, Phone: (804) 643-1075, Fax: (804) 643-1544.