MacNicol and Associates Asset Management: Partnership Survey

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At MacNicol & Associates we appreciate the trust you have placed in our partnership and we want you to feel that you have a say in what we do, and we look forward to serving the needs of your investors and the growth of your practice as we move forward. We ask that you please complete this survey that we will use to enhance our commitment to you and your clients.
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Your Name
First Name
Last Name
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Your Email Address
example@example.com
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Your Phone Number
Please enter a valid phone number.
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How would you rate your experience with MacNicol’s referral advisory program?
Excellent
Good
Could be quicker
Poor
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Any additional comments regarding MacNicol’s referral advisory program?
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Ok
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We appreciate that time is important to both you and your clients. What is the appropriate amount of time for us to spend with clients of yours who are new to MacNicol?
30 minutes
45 minutes
1 hour
Over 1 hour
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Once the MacNicol team has explained our approach for new investors to your client, do you wish to have MacNicol administrative professionals remain on the line to begin the new account set up process immediately?
Yes
No
I have my own process
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Please use the space below to advise us on your process of working with Portfolio Managers.
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Ok
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Do you currently use multiple portfolio managers or is MacNicol your sole provider of discretionary asset management services?
Multiple managers
MacNicol only
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If you feel comfortable, tell us about the other asset managers you use?
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Ok
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How does partnering with MacNicol diversify your business?
Partnering with MacNicol does not help me diversify my business
Partnering with MacNicol helps me diversify my business because of MacNicol’s independence
Partnering with MacNicol helps me diversify my business by allowing me to incorporate alternative assets such as real estate and private equity into my practice
Partnering with MacNicol helps me diversify my business because like me, the majority of my clients have serious concerns about inflationary pressures
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Are our commentaries, webinars and insights an effective resource to/for your business?
Excellent
Good
You could do more
Poor
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What types of content do you find most useful?
Daily Commentaries
Special Commentaries
Monthly Commentaries
Webinars
Quarterly Commentaries
Videos
Alternative Commentaries
The Weekly Beacon
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How would you rate the MacNicol website?* This field is required.
Excellent
Good
I have seen better
Poor
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Which websites are better, and why?
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Has partnering with our Portfolio Managers helped move your business forward?* This field is required.
Yes always
Most of the time
Some of the time
Rarely
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Do our Administration professionals help make onboarding new clients to MacNicol a worry free experience?* This field is required.
Yes always
Most of the time
Some of the time
Rarely
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We love what we do and it shows, but we can’t do it alone. You are a valuable part of this business, so please provide any other feedback.
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