Publisher Admin
Published 11-07-15
Type of study Financial
Who might qualify (target audience) Financial advisors and wealth managers who deal with high-net-worth clients.
Compensation: additional info (cash, check, gift card, min-max, etc.) Check or Amazon Gift Certificate - whichever the participant prefers
Study begins on 11-11-15
Study ends on 11-13-15
Each session lasts 60'
The participant must show up for 1 session
Time slots available during Day and evening
Description We are selecting Financial Advisors and Wealth Managers on behalf of a premiere, global market research organization. Our client is designing new software applications for high-net-worth Wealth Management. This is a research study on the usability of these new software applications. Participants will be asked to talk about their professional background and work related to Wealth Management. High net-worth Financial Advisors and Wealth Managers have an important role in helping us better understand what information is needed and how to present that information on their computer screen.

How to apply

If you're interested in participating, respond to this ad by email ([email protected]) completing this pre-screening questionnaire:
 - Full name:
 - Phone number:
 - Email address:
 - Job title:
 - Company name (optional):
 - LinkedIn contact info: . . .. . .. . ...

- What percentage of your clients' fall into the following categories?
Net worth:
• < 1M %:_____________
• 1 - 2.49M %:_____________
• 2.5 - 9.9M %:_____________
• 10 -- 29.9M %:_____________
• 30 -- 100M %:_____________
• >100M %:_____________

If you pre-qualify, we'll get back to you by phone and email.

NOTE - There are limited spots that will be filled based on who responds first.
Please be assured that this is a study for research purposes only and at no time will you be solicited.
All information provided is strictly confidential.

Thank you!
Contact Design, Inc.

Better-Businesses-Bureau Accredited Company

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