Tue
25
Mar
2008

BYU Marriott School MBA Program Conducts Survey of Estate Planning Professionals

 

 

The Marriott School MBA Program is conducting a short survey for an educational research project regarding the investment habits and preferences of high net worth individuals. The survey is intended for wealth managers who advise these individuals, and the survey specifically gathers information about the use of private equity as an investment vehicle.

The survey is web based, all responses will be kept anonymous, and should only take a few minutes.  We would greatly appreciate your help with taking this survey.  You can access the survey at the following website:

http://www.surveymonkey.com/s.aspx?sm=yQQppJ_2bxcZAFQA_2fJwBd16g_3d_3d
 
While the online survey will provide us with good information, if you also would be willing to conduct a brief 5-10 min. phone interview to provide us with further insights, we would greatly appreciate it. For the phone interview, please contact Mark Spencer at (801) 809-4417. If you would be willing to provide further insights, please e-mail markspencer@byu.net.

Thank you,

BYU Field Study Team