• / Free eNewsletters & Magazine
  • / My Account
Home>Practice Management>Technology>Quickview: Use Surveys to Impress Clients. Yes, Surveys!

Related Content

  1. Videos
  2. Articles
  1. Third-Quarter Earnings: Sectors to Watch

    StockInvestor editor Matt Coffina tracks the trends and valuations in the durable goods, discretionary, and tech sectors, as well as the impact of higher rates.

  2. Wide Moat Focus Index Unfriends Facebook

    It's all aboard for CSX, among others, in the index's quarterly rebalancing.

  3. Measuring Moats in Social Media

    Twitter , Facebook , LinkedIn , and Google each have moats, but there are some interesting distinctions among their competitive advantages.

  4. Facebook a Future Advertising Force

    Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.

Quickview: Use Surveys to Impress Clients. Yes, Surveys!

Startup Typeform aims to disrupt all the boring online form and survey tools on the market.

Bill Winterberg, 09/19/2013

Many practice management consultants instruct financial advisors to periodically survey their clients on a variety of topics. Unfortunately, too many of the online survey tools deliver, at best, a bland experience for respondents.

The last thing you want is a client to see your survey request and think, "Hooray--another boring survey from my financial advisor."

But what if you sent a survey that was actually fun for clients to complete?

Enter Typeform.

Typeform is a Barcelona, Spain-based startup aiming to disrupt all the boring online form and survey tools on the market, and its list of impressive features demonstrates just how "fun" creating and filling out online forms and surveys can be. Yes, I actually wrote fun!

Among the top features, Typeform offers responsive design to adapt your form for smartphones, tablets, laptops, desktops, and even R2D2 droids (take the Typeform tour to get the joke!)

Typeform's form editor has four basic steps: Build, Design, Publish, and Results. Elements for all basic response types are supported, including short and long text answers, numbers, yes or no responses, and multiple choice.

But Typeform will add a little something to your form with clever answer types that feature pictures as well as rating choices using icons of stars, hearts, silhouettes, thumbs up, crowns, and so on.

Bill Winterberg, CFP, is a technology and operations consultant to independent financial advisors. His comments on technology have been featured in a variety of financial industry publications. You can view more information about Bill and see his schedule of upcoming speaking engagements at his Web site, FPPad.com. The author is a freelance contributor to MorningstarAdvisor.com. The views expressed in this article may or may not reflect the views of Morningstar.

blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.