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Lost That Lovin’ Feeling for Your Retirement Plan Advisor? Take our Quiz!

February 4, 2020
By North Pier
Search & Evaluation

Lost that lovin’ feeling… for your retirement plan advisor? Maybe it’s that seven year itch. Our Valentine’s Day quiz will help you assess your advisor relationship. Is it still a love affair; can you rekindle that old flame; or is it time to play the field?

Take our quiz to find out!

1 / 5

Does your advisor put the "bored" in the boardroom?

Nope, still keepin’ it fresh & interesting!

They’re getting’ the job done

YAWN...

2 / 5

Are you two communicating...in the committee meeting?

We finish each other's sentences!

We could use a therapist

They never listen to me

I can't get a word in!

3 / 5

Are they still attractive...those quarterly reports?

Shines bright like a diamond!

Could use a fresh coat of paint

Needs a total makeover

4 / 5

Are they a gold digger?

Always got my wallet out...

There’s no such thing as a free lunch, right?

No way, they’re more concerned about my money than I am

5 / 5

Are you fully satisfied...with your advisor?

Totally, they still do it for me!

Kinda...we’ve been together so long I really don’t know

Feeling frustrated...

Completely over it

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If you’ve lost that lovin’ feeling, North Pier can help stoke the flames or find you a new partner. Click here to make a date.

North Pier Fiduciary Management, LLC is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where North Pier Fiduciary Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by North Pier Fiduciary Management, LLC unless a client service agreement is in place.