2017 PLANADVISER National Conference Polling Insights

Presented here are the results of several dozen live polling questions fielded at the 2017 PLANADVISER National Conference, gathered during three days of highly detailed discussion of industry trends, challenges and best practices.

Sponsored and supported by Fidelity Investments, the live polling results from the 2017 PLANADVISER National Conference offer a fascinating, if somewhat unscientific, view of the specialist retirement plan adviser marketplace.

Throughout the three days in October of our conference, held at the JW Marriott Orlando, we incorporated live polling technology into the flow of our panel discussions and presentations.

This allowed speakers to ask questions of the retirement plan advisers in attendance to gauge their insight into a variety of critical trends, concepts and challenges facing the industry. In no specific order, the following pages consolidate the results of our conference live polling to reveal the opinions and strategies being deployed by some of the nation’s top retirement advisory experts.

Special thanks to Fidelity Investments for sponsoring our live polling technology throughout the event. We hope you enjoy these results.  

View the full results here