Lost That Lovin’ Feeling for Your Investment Consultant or OCIO? Take Our Quiz!

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

Does your consultant or OCIO put the "bored" in the boardroom?

Nope, still keepin’ it fresh & interesting!

They’re getting’ the job done

YAWN...

Are you and your consultant or OCIO 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!

Are they still attractive...those quarterly reports?

Shines bright like a diamond!

Could use a fresh coat of paint

Needs a total makeover

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

Are you fully satisfied...with your consultant or OCIO?

Totally, they still do it for me!

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

Feeling frustrated...

Completely over it

Enter Your Email Below and Click Submit for Results

(1) Comment

Leave a ReplyCancel reply

Lost That Lovin’ Feeling for Your Investment Consultant or OCIO? Take Our Quiz!

Share This:

(1) Comment

Leave a ReplyCancel reply

Discover more from North Pier Search Consulting | Insights