We are looking for financial advisors to help shape the future of the industry.

As a member of our online research community, you'll have the chance to engage in meaningful discussions, share your expertise, and learn from other industry leaders. Your contributions will be fielded in a variety of ways such as:

  • Surveys 
  • Forum threads / discussions 

  • One-on-one interviews 

  • Moderated real-time small group video chats 

There are typically 3-4 opportunities you may choose to participate in each month.

Along the way, you will earn points that can be redeemed for gift cards and cash!


how to join

To get started, you will need to complete a short qualification screening that typically takes less than 10 minutes to complete. If you are approved for membership, you will receive $15 in Amazon.com credit immediately upon joining the community!

Please contact Katie Belter, Bellomy Client Services Manager, to get started.


All responses are strictly confidential and are used for market research purposes only. We will never try to sell you anything or share your info with someone else.


If you have any additional questions you'd like answered prior to starting the screening, please contact Katie Belter, Bellomy Client Services Manager.


“Your surveys have afforded me the opportunity to examine my business in ways I have ignored in the past. They have made me acknowledge areas of strength and weakness.” 

“I enjoy most of these surveys. They force me to think about my practice, the industry, and my relationships with clients. The surveys are well-written, and the site functions very well. I appreciate being part of the program.” 

“Thanks for the opportunity to be a part of this community. I find it helpful to answer the questions that are asked because they provide the impetus to reflect on my practice, my clients, and my outlook. My answers to these questions help me take a step back and evaluate what I'm doing.”