$300|Wealth management research study|OnlineLocation: Online
|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: https://www.linkedin.com/in/ . . .. . .. . ...
- What percentage of your clients' fall into the following categories?
• < 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.
Contact Design, Inc.
Better-Businesses-Bureau Accredited Company
Publish Date 11-18-15 / Web Conferences
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