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Please tell us a little about yourself:
Age -
 
18 – 25
 
26-35
 
36-45
 
46-55
 
56-65
 
66-75+
 
 
 
Gender -
 
Female
 
Male
 
 
 
Describe your role at LPL
 
Advisor-facing employee
 
Non-advisor facing
 
 
 
Which of following types of social media technologies or services have you used?
 
Communication sites that take messages to any size audience whether it be in the form of a Blog or a Micro Blog (Twitter)
 
Social Networking sites where users can create their own profiles and interact with others holding similar interests (this could be a site that behaves like Facebook or Yahoo Groups)
 
Professional Networking sites for company and recruitment or research (e.g. Linked-In)
 
Event planning and organizing sites (e.g. Meetup.com)
 
Collaboration sites where news articles or definitions and social tagging can be shared (e.g. Wiki, StumbleUpon, Delicious, Digg)
 
Instant Messaging
 
Multimedia sites where you can share video, photos or live casts (e.g. YouTube, Picasa, Skype)
 
Teleconferencing sites that allow for video, presentations, desktop sharing and webinars (e.g. WebEx)
 
None of the above
 
Other (and if so, please list)
 
 
 
 
If you are using some type of social media for work, please select what are you using social media for? (Check all that apply)
 
Communicate with co-workers
 
Communicate with advisors
 
Push information to advisors/employees/colleagues/vendors
 
Collaborate with project team members
 
Other
 

 
 
 
Which of following types of social media technologies do you currently utilize when communicating with friends and family? (Select all that apply)
 
Facebook
 
Twitter
 
YouTube
 
Linked-In
 
Instant Messaging
 
Skype
 
WIKI
 
Blogs
 
Teleconferencing
 
RSS Search Feeds
 
Webinars
 
Photo sharing
 
Tagging
 
None
 
Other
 

 
 
 
Which of the following best captures your attitude towards social media applications that you’ve been exposed to?
 
It’s a great way to connect with other people and create and share information using different tools on the internet.
 
It’s a way to socialize or network. I think it’s something like Facebook or LinkedIn but I can’t define it per se.
 
It’s a way to enhance collaboration or communication in the workplace but I don’t use it for personal reasons.
 
It’s a waste of time.
 
It’s a new internet FAD but a mystery to me.
 
 
Rate the following from 1-5, (1 being not very useful, 5 being very useful).
“Videos, podcasts, blogs and/or Wikis are useful tools to connect with fellow employees”
1 Not Very Useful 2 3 Neutral 4 5 Very Useful
 
 
 
 
Which of following types of social media technologies do you currently utilize when communicating in the workplace or with advisors? (Some examples are listed to help define each type of social media) - Check all that apply.
 
Communication sites that take messages to any size audience whether it be in the form of a Blog or a Micro Blog (Twitter)
 
Social Networking sites where users can create their own profiles and interact with others holding similar interests (this could be a site that behaves like Facebook or Yahoo Groups)
 
Professional Networking sites for company and recruitment or research (e.g. Linked-In)
 
Event planning and organizing sites (e.g. Meetup.com)
 
Collaboration sites where news articles or definitions and social tagging can be shared (e.g. Wiki, StumbleUpon, Delicious, Digg)
 
Instant Messaging
 
Multimedia sites where you can share video, photos or live casts (e.g. YouTube, Picasa, Skype)
 
Teleconferencing sites that allow for video, presentations, desktop sharing and webinars (e.g. WebEx)
 
None of the above (as far as the workplace is concerned)
 
Other (and if so please list)
 

 
 
 
When it comes to your concerns with engaging in social networking while at work, select all that apply:
 
It’s a security threat
 
It’s will decrease productivity
 
It’s likely to increase productivity
 
Its liable to be restrictive due to Compliance
 
It’s going to increase engagement and communication
 
None of the above

 
 
 
As alternatives to traditional modes of communication such as phone, fax and email, some social media may be less likely adopted by advisors or may be met with resistance. Which of the following types of social media technologies do you think will pose the most adoption challenges or resistance from advisors? (Check all that apply)
 
Communication sites that take messages to any size audience whether it be in the form of a Blog or a Micro Blog (Twitter)
 
Social Networking sites where users can create their own profiles and interact with others holding similar interests (this could be a site that behaves like Facebook or Yahoo Groups)
 
Professional Networking sites for company and recruitment or research (e.g. Linked-In)
 
Event planning and organizing sites (e.g. Meetup.com)
 
Collaboration sites where news articles or definitions and social tagging can be shared (e.g. Wiki, StumbleUpon, Delicious, Digg)
 
Instant Messaging
 
Multimedia sites where you can share video, photos or live casts (e.g. YouTube, Picasa, Skype)
 
Teleconferencing sites that allow for video, presentations, desktop sharing and webinars (e.g. WebEx)
 
None of the above (I don’t see any predicted resistance from advisors)

 
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