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All personal information is strictly confidential, all responses are pooled together, and all respondent information provided remains anonymous.


FinancialAdvisorsnet.com is a leading sales & marketing data collection provider for the financial services industry. We abide by the Council of American Survey Research Organizations (CASRO) guidelines for survey research in protecting respondent confidentiality, and all relevant US regulations regarding privacy.

FinancialAdvisorsnet panelists must provide us with contact information (e.g. name, broker-dealer affiliation, e-mail address), demographic information (e.g. address, zip code, etc) and other information (e.g. licensing, sales production). We utilize screening criteria so we can send surveys that correspond to panelists' qualifications and focus. All personal information is not passed on to any third party.

We will only correspond with panelists when surveys are available. Panelists will not receive junk emails from FinancialAdvisorsnet. We will not sell or give away your email address or personal information to anyone.

Participation in the Financial Advisor Panel is completely voluntary. Panelists have the right to say "no" to participate in any given survey. The panelist is also given a choice to be removed from a panel by an "opt-out" link at the bottom of all emails they receive relating to the panel. Financial Advisor panelists are invited via email to participate in surveys. The email includes details regarding the purpose of the survey (including the specific objective), average time to complete a questionnaire, and incentives.



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