We’ve done a number of studies in the financial services market place to understand product churn. The number one reason given is price....

Errors exist in market research. Nothing earth shattering here. More often than not, errors are a result of unconscious biases, lost in...

Have you ever worked for an organization that felt rudderless? The CEO lacks a consistently clear vision? The management team isn’t...

Culture plays a pivotal underlying how a company adopts and embraces new technologies. Herein lies a dilemma of most insurance companies....

A 2023 report detailing the concerns and challenges facing insurance and annuity company leaders reveals technology is still the number...

In an environment of where consumers and distributors are increasingly bombarded with surveys and interview requests, it has become more...

We just finished up a distributor interview project. The scope of the study was having conversations with retail distributors and their...

To stay competitive, every company needs to initiate and drive continuous improvement. Often CI is performed as a “one-off”. But, a...

Competitive Intelligence can play a very important role in tactical decision-making by providing real-time, actionable insights that...

All companies from start-ups to market stalwarts, need an ongoing competitive intelligence program. I last wrote about eliminating...

I want to share with you some of the strategic advantages collecting competitive intelligence offers. One of the most important and often...

LIMRA just reported for the first time, more consumers would rather buy life insurance online than thru a financial advisor. While to...

Recruiting qualified respondents for research can be a challenge. Many research firms report finding and recruiting financial advisors to...

A customer continuous listening strategy is an approach adopted by companies to gather and analyze customer feedback and sentiments on an...

While it's difficult to generalize the preferences of all financial advisors, we have found that some financial advisors prefer engaging...

Quantitative market research is a type of research that uses statistical and mathematical techniques to gather and analyze data about...

As a firm conducting market research that guides strategy and tactics, we often see research with underlying issues. In this port I’ve...

Two wolves are standing on top of a hill . One a young eager wolf, the other a veteran and survivor. Down below is a flock of sheep...

We just finished a project of interviewing financial advisors. Each interview was done over the phone and lasted 20 to 30 minutes. We...