What type of superhero are you?

You might never leap a tall building in a single bound, but you’re still a superhero. After all, you’ve made it your life’s work to protect and serve clients. And in addition to being a fiduciary professional, every superhero in the RIA universe possesses a unique set of amazing strengths. Which superhero are you?

Answer a few quick questions to find out.

First, tell us more about your alter ego:

Now, tell us what makes you marvelous:

What’s your superpower?

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    Efficiency. I mind-meld with computers to get the job done quick.
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    Leadership. I manage a squadron of the best and the brightest.
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    Security. Mayhem doesn’t stand a chance when I’m there to enforce the rules.
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    Client relationships. There’s nothing I won’t do to save the day for my clients.
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    Growth. I can see into the future—and have a plan to make it brighter.

 

What excites you the most about being a super RIA?

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    Protecting my clients.
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    Flying solo.
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    Financial independence.
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    Providing exceptional service at a lower cost. It’s what the mortals demand.

 

If you could steal another superhero’s strength, which would you choose?

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    Efficiency. I want to provide super-seamless service.
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    Leadership. I want to take my league to the next level.
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    Security. I know there’s risk lurking at every corner—and I’m prepared.
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    Client relationships. I wish I had more customer telepathy.
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    Growth. My long-term business plan could use a super boost.

 

What future trends ruffle your cape?

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    The robots (or at least, the robot advisors) are taking over.
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    The global economy—the mother of all shape-shifters.
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    Regulation. It’s tighter than my tights out there.
  •  
    New advisory models. It’s like learning to fly all over again.
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