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Hello:

~This is the survey that will launch to advisors, however we wanted to get the Steering Committee and Project Team to take the survey and we will subsequently capture feedback from you.~

LPL Financial is conducting an important study that will enable us to better understand how you use social media technologies today and how you could foresee using social media and collaboration technologies to enhance and grow your business. We are asking you to complete a short online survey. It is easy to fill out and your responses will be kept confidential. We appreciate your assistance, as your participation is essential for LPL to continue to provide great service, support and technology.


Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
For your information, here are some definitions for terms used throughout this survey:

Social Media is defined as a countless array of internet based tools and platforms that increase and enhance the sharing of information. This new form of media makes the transfer of text, photos, audio, video, and information in general increasingly fluid among internet users. Social Media has relevance not only for regular internet users, but business as well.

Collaboration is defined by the act by which people come together, regardless of location, to jointly produce knowledge work.
 
 
 
Please tell us a little about yourself:
Age –
 
18 – 25
 
26-35
 
36-45
 
46-55
 
56-65
 
66-75+
 
 
 
Please tell us a little about yourself:
Gender –
 
Female
 
Male
 
 
 
Which of following types of social media technologies or services do you have a profile or account with or have used, whether personally or professionally? (Check all that apply)
 
Communication sites that deliver messages in the form of a Blog or a Micro Blog (Twitter)
 
Social Networking sites where users can create their own profiles and interact with others holding similar interests (this could be a site that behaves like Facebook, MySpace, or Yahoo Groups)
 
Professional Networking sites for company and recruitment or research (e.g. Linked-In)
 
Event planning and organizing sites (e.g. Meetup.com)
 
Collaboration sites where news articles or definitions and social tagging can be shared (e.g. Wiki, StumbleUpon, Delicious, Digg)
 
Instant Messaging
 
Multimedia sites where you can share video, photos or live casts (e.g. YouTube, Picasa, Skype)
 
Teleconferencing sites that allow for video, presentations, desktop sharing and webinars (e.g. WebEx)
 
None of the above
 
Other
 

 
 
 
Which of the following best captures how you would define social media? (Check all that apply)
 
It’s a great way to connect with family and/or friends and create, share, and access information using different tools on the internet.
 
It’s a way to enhance collaboration or communication in the workplace.
 
It is an emerging trend and has future potential to enhance my business.
 
I think it’s something like Facebook or LinkedIn but I can’t define it
 
It’s a waste of time.
 
It’s a new internet FAD but a mystery to me.
 
Other
 

 
 
If using any of the following social media technologies, please share whether you are using them personally, professionally , or both:
Personally Professionally Both
Facebook
Twitter
YouTube
Linked-In
Instant Messaging
WIKI
Blogs
Skype
Teleconferencing
RSS Search Feeds
Personally Professionally Both
Webinars
Photo sharing
Tagging
Podcasts or Videocasts
Other
I am not using any of these technologies
 
 
 
If you are using social media, what activities have you participated in online, whether personal or professional? (Check all that apply)
 
Posting blogs
 
Responding to blogs
 
Posting videos/podcast
 
Watching Videos
 
Participating in social networking sites (such as LinkedIn, Plaxo, Facebook etc.)
 
Reading blogs/wikis
 
Posting photos to share
 
Participating in discussion forums
 
Creating my profile of information to share
 
I am not using social media tools
 
Other
 

 
 
 
Who do you see yourself most likely engaging with through the use of social media?
 
Peers
 
My Employees
 
My Managers
 
Other Advisors
 
My Clients
 
Family
 
Friends
 
Politicians
 
Business Owners
 
People I don’t know, but want to meet based on similar interests
 
None
 
Other
 

 
 
 
What are the top reasons that you are using social media in your business?
 
Communicate with clients
 
Push information/news to clients/employees/colleagues
 
Collaborate with other advisors on investment strategies
 
Marketing to prospects/Building brand image
 
Build new business partnerships
 
Gathering market information/commentary
 
Communicating with family & friends
 
Connecting with people of other interests
 
Professional Blog
 
I am not using social media in my business
 
Other
 

 
 
 
Select your top social media tools which have surprisingly improved the efficiency of your collaboration with business stakeholders (e.g. clients, colleagues, staff). (Check all that apply.)
 
Collaborative Communication Tools: Emailing, chatting, instant messaging
 
Discussion Forums/Blogs/Wikis: Online exchange of ideas, questions, and answers
 
Interest Groups: Online community with interest in a particular field/area
 
Collaboration sites where news articles or definitions and social tagging can be shared
 
Teleconferencing/Video-Conferencing: WebEx or Live Meeting tools to share content and video while talking

 
 
 
If you use social media in your business, how long have you been using it for business?
 
Within the last 3 months
 
3 – 12 months ago
 
1 – 3 years ago
 
Over 3 years
 
I don’t use social media in my business
 
 
 
How much time do you spend using social media technologies (Facebook, Linked-in, blogs, etc) on a weekly basis?
 
None
 
Up to 1 hour
 
1 – 5 hours
 
5 – 10 hours
 
10 hours or more per week
 
 
Imagine if you could access an enterprise-level, centralized social media tool, through LPL Financial, that could support communication and increase productivity in your place of business.

Knowing what you know of social media technologies today, please rate the following uses of social media on a scale from 1 to 5, with 1 being very valuable to 5 being not valuable. Social Media tools to:
1. Very Valuable 2. 3. Neutral 4. 5. Not Valuable
Connect with your LPL Financial service team on questions, issues, concerns
Get easy access to Resource Center type information and other enterprise data that I need to do business
Connect with other advisors on best business practices
Publish out content and information regarding investing and strategies
Connect with my LPL Financial relationship manager
Collaborate with LPL staff and other advisors in creating Wiki content that is useful to my business
Build and maintain an online profile of my personal and business interest to connect with other advisors of similar interests
Other
 
 
 
How could social media or an online collaboration site help your business?
 
Provide access to industry news
 
Provide access to prospective clients
 
Get live market commentary/expert opinions
 
Better communication with clients
 
Collaborate with other advisors on investment strategies
 
Build new business partnerships
 
Professional Blog to help grow brand image
 
Better connection and communication with the LPL Home Office Team
 
Other
 

 
 
When it comes to engaging in social networking technologies in the workplace, on a scale of 1 to 5, 1 being Strongly Disagree and 5 being Strongly Agree, please rank the following:
1. Strongly Disagree 2. Somewhat Disagree 3. Neutral 4. Somewhat Agree 5. Strongly Agree
It’s a security threat
It’s likely to decrease productivity
It’s likely to increase productivity
It’s restrictive due to Regulations and Compliance
It’s not how my clients prefer to be contacted
 
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