Hi Sharon,

I work for Clicktools, a survey software provider. We have provided this service to a very large bank (or rather we provide the software and they do it all themselves). You are right, these guys will be time poor, but there's a couple of things you could consider to help you out.

1 - timing is everything, pick a time of day for deployment when you think respondents would have some time available
2 - Make your survey short, to the point and relevant to the respondent
3 - personalise the invite to them and send it from an email account they will recognise
4 - Communication! Make it clear why completeting the survey will be of benefit to them. Offer an incentive such as a full report on the results and actions if they complete the survey
5 - Use a good contact list - think about surveying only those that have done business with you in the past three months for example.
6 - be prepared to send a couple of reminders.

Feel free to contact me at oliver.taylor@clicktools.com if you have more questions.

On 11:12:54 20 February 2008 SharonScott wrote:

Hello

Does anyone have any experience of emailing Financial Advisers?  We're looking for an average response rate for an incentivised survey we sent out from these people who are time poor.

Thanks.