#2 Qualitative research – brokerage firm
- product introductions
- qualitative research
- outsourcing your marketing department
- financial planning and practice-building content
- project management
What do millionaire investors really want from their financial advisors? To answer the question, LederMark conducted focus group with target investors over four sessions in two cities. Incisive questioning and careful analysis of the investor attitudes led to profound understanding by the senior management, who employed the results in developing an enterprise-wide client service campaign.