This free survey is powered by
  1. Surveys
  2. 2014
  3. May
  4. R
  5. Resource Center Entry Survey
0%
Exit Survey
 
 
Hello,

In preparation for the upcoming New Resource Center Beta pilot, LPL Financial would like to learn a bit about how you are currently using the existing Resource Center and what your expectations are for a new and improved Resource Center solution.

Please complete the following quick survey. This survey will take approximately 5 minutes of your time and will provide us with valuable feedback on this effort. Thank you in advance for helping to improve LPL Financial’s technology offerings.

Please start with the survey now by clicking on the Continue button below.
 
 
 
Practice/Organization
   
 
 
 
Name
   
 
 
 
Which best describes your primary role:
 
Advisor
 
Assistant
 
OSJ
 
Program Manager
 
Other
 
 
 
 
How often do you access the Resource Center?
 
Multiple times a day
 
Daily
 
A few times a week
 
Weekly
 
Less than weekly
 
 
 
What business activities typically take you to the Resource Center? Select all that apply.
 
Operational or transaction processing
 
Preparing for client meetings
 
Submitting product suggestions
 
Revisiting investment selections and research
 
Creating marketing campaigns
 
Ensuring regulatory and compliance requirements are met
 
Other
 

 
 
 
What information are you most frequently looking for when you go to the Resource Center? Please select all that apply
 
Forms
 
Marketing materials
 
Investment research
 
LPL platform research
 
News
 
Compliance/Regulatory information
 
Fee information
 
Training
 
Technology platform information
 
Other
 

 
 
 
What percent of the time do you find the information you are looking for in the Resource Center?
 
0-19% of the time
 
20-39% of the time
 
40-59% of the time
 
60-79% of the time
 
80-100% of the time
 
 
 
How do you locate content within the Resource Center? Select all that apply.
 
I know where the content is because I access it regularly
 
Browse the Resource Center
 
Use the "Search" tool
 
Call the service center
 
Ask a colleague
 
Other
 

 
 
How satisfied are you with the following aspects of Resource Center today?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
Overall Website
Navigational Structure
Information/Content Available
Ease of Use
Ability to find the content that you are looking for
Search Tool
Home Page
Technical Performance
Design/Brand Image
 
 
With your content needs in mind, please rate the following statements based on your experience working with the existing Resource Center.
Disagree Somewhat Disagree Somewhat Agree Agree N/A
I think the design is easy to use.
I understand what is going on when I click on different parts of the website.
I always find the information that I am looking for.
How the website is organized makes sense to me.
The level of frustration I typically feel when using the website is low.
 
 
 
Is there anything else that you would like to tell us about your current Resource Center experience?
   
 
 
 
Is there anything else that you would like to tell us about your expectations of the new Resource Center?