top of page
  • Writer's pictureKenneth Cochrane

Qualitative Research, It's all about listening.

We just finished a project of interviewing financial advisors. Each interview was done over the phone and lasted 20 to 30 minutes. We reached out to a set of advisors meeting the client's desired profile. We provided a calendy link in an email and asked them to pick a day and a time. We had a 20% response rate. Even more remarkable, every advisor who signed up attended their interview.

Advisors were gracious, curious and freely spoke about their practice. All answers were confidential and reporting was done in aggregate. Not only did we pull some valuable insights, but we delved into the context of their answers, intuitions and attitudes. We learned what's holdng them back from using our client more. What our client needs to do to gain more business and how they should do it. The answers were some small initiatives that never would have been revealed in an online survey.

How did we reach our response and attendance rates? We gave the advisors the findings of the study that will to help them with their practice. Several commented how much they appreciated the results of our work.

Talking with customers often reveals solutions that never would have been revealed if we aren't listening.

3 views0 comments

Recent Posts

See All

Pulse Survey - Only 2 questions for financial advisors

Here's this week's Pulse Survey. It's only 2 questions and we would like to hear from you. Next week we'll send and post the results. Thanks for your help. Click Here:

Private Equity and Reinsurance Pulse

Last week, we ran a a pulse survey regarding the growth of private equity firms gaining a growing ownership of life and annuity carriers. Briefly, a pulse survey is typically 2 or 3 questions on a cur

Quick Two Question Pulse Survey

This is only two questions. We're gauging attitudes in the life and annuity market regarding private equity ownership and off shore reinsurance. Take the quiz and we'll let you know the results. Thank


bottom of page