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Financial Planning Games: Financial Advisors Compete Head-to-head with Planning Websites
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My firm’s CEO, Melissa Sauter, lives by the motto, “fail to plan, plan to fail,” and encourages her employees to do so as well. Based on life’s often harsh lessons around preparation, “fail to plan, plan to fail” seems to resonate with most people, including affluent investors, as more than half (58%) report having a financial plan and another one in five (19%) is currently working on one.
However, 17% of investors with at least $100,000 in investable assets admit to not having started to make a financial plan, including about one in five investors ages 54 to 62, arguably beyond the ideal time to already have a financial plan in place.
Financial planning is the act of creating a plan where you establish a set of goals in your life and figure out how much money it will take to achieve them. This involves saving money, investing, and getting insurance to protect you and your loved ones. It also includes having legal documents created in the event of an emergency so that your family is prepared.
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Consumer & Retail RSS FeedGet via email
How to Optimize Go-to-market Strategies Quickly and Efficiently
Lessons from the Consumer Packaged Goods Industry The telecom industry has always been innovative, but the innovation has been mostly incremental. Over the past century, we had telegraphs, then wired telephones, then wireless phones, then cell phones, and now we … Continue reading
Making VR a Market Research Reality
Virtual Reality Is More Than Fun and Games Over the past four years, a flurry of product introductions has created significant buzz around the area of virtual reality (VR), and much of the hype is well deserved. Users confirm that … Continue reading
Going Beyond Target Consumers to Drive Your Innovation Journey
Editor’s Note: If you’re attending the 2018 Corporate Researchers Conference, please join Gwen Ishmael and Paul Ponsford of Delta Faucet Company for “#TomBradyFail—An Innovation Lesson from the New England Patriots” on Wednesday, October 10. Their talk will dive deep into this … Continue reading
Energy RSS FeedGet via email
Three Things Utilities Can Do to Delight Their Customers
Insights Powered by Cogent Reports™ This article is not about building the fundamentals for strong customer engagement: operational excellence, a strong brand and value-added product offerings. Instead, it’s about the moments that catch customers off guard—in a good way—and how … Continue reading
How to Manage Utility Net Promoter Score Performance
Insights Powered by Cogent Reports™ “And when you speak of me, speak well.” Bull Durham As utilities seek to evolve their customer management performance goals beyond traditional customer satisfaction metrics, utilities are evaluating updated measures and management approaches that … Continue reading
Three Principles of Effective Innovation for Utilities
New products and technologies are changing how customers interact with their energy provider and have opened up opportunities to offer additional products and services designed to drive engagement, trust and revenue. The utility of the future will need to engage … Continue reading
Financial Services RSS FeedGet via email
Financial Planning Games: Financial Advisors Compete Head-to-head with Planning Websites
Insights Powered by Cogent Reports™ My firm’s CEO, Melissa Sauter, lives by the motto, “fail to plan, plan to fail,” and encourages her employees to do so as well. Based on life’s often harsh lessons around preparation, “fail to … Continue reading
Common Traps of Top-performing Customer Experience Programs
You’ve achieved your customer experience (CX) goals! Congratulations! … Now what? When our clients’ organizations commit to their CX measurement goals (CSAT, NPS), internalize the key drivers of performance improvement and integrate them with operational priorities, they often succeed in … Continue reading
Investing Is Not a “One Emotion” Sport
Insights Powered by Cogent Reports™ Pre-retirees Express Uncertainty and Hope in Q2 2018Most parents can attest that raising children is not a “one emotion” sport. The anticipation and joy of witnessing a child reach a milestone like starting … Continue reading
Healthcare RSS FeedGet via email
My Mom, a Caregiver: Portrait of an Overlooked Hero
How the Healthcare Industry Is Failing 29% of the US Population If you’re like me, you have firsthand experience watching someone you love care for the health of another person. I watched my mother care for her husband of 50 … Continue reading
Will Uber Health and Lyft Concierge Change Healthcare?
This year Uber and Lyft formally entered the healthcare market to offer rideshare services to nonemergency patients for transportation to scheduled doctor appointments. Patient no-shows are a prevalent problem in the US, with an estimated 3.6 million Americans reportedly missing … Continue reading
Amazon Is At It Again: Disrupting Healthcare and Pharma
Amazon already has a deep hook in the book, retail, delivery service, music, video, restaurant and even grocery space. It looks like healthcare is its next big target. Healthcare is a broad arena tangled in complexities. Most consumers struggle with … Continue reading
Life Sciences RSS FeedGet via email
New Research: Pharmaceutical Companies are Overlooking a Key Audience
I never used to pay attention to anything in the healthcare industry. As someone young and healthy with no medical conditions, I rarely went to the doctor and ignored drug commercials. That all changed when I met my husband. After … Continue reading
Measuring Physician Relationships in a Changing Pharma Environment
The world is always changing, and the pharmaceutical industry is no exception. The Way Things WereCustomer experience research in pharma used to be heavily centered on sales representative performance because they were the “face” of the pharma company and the primary … Continue reading
Doctor’s Orders: Why Patient Engagement Matters
Ensuring that patients understand, accept and follow recommended treatment plans is the first step towards the best possible outcome—medically for the patient and financially for the healthcare delivery system. Similarly, physicians are in the best position to individualize this treatment … Continue reading
Technology RSS FeedGet via email
Making VR a Market Research Reality
Virtual Reality Is More Than Fun and Games Over the past four years, a flurry of product introductions has created significant buzz around the area of virtual reality (VR), and much of the hype is well deserved. Users confirm that … Continue reading
Will Uber Health and Lyft Concierge Change Healthcare?
This year Uber and Lyft formally entered the healthcare market to offer rideshare services to nonemergency patients for transportation to scheduled doctor appointments. Patient no-shows are a prevalent problem in the US, with an estimated 3.6 million Americans reportedly missing … Continue reading
Amazon Is At It Again: Disrupting Healthcare and Pharma
Amazon already has a deep hook in the book, retail, delivery service, music, video, restaurant and even grocery space. It looks like healthcare is its next big target. Healthcare is a broad arena tangled in complexities. Most consumers struggle with … Continue reading
Telecommunications RSS Feed Get via email
How to Optimize Go-to-market Strategies Quickly and Efficiently
Lessons from the Consumer Packaged Goods Industry The telecom industry has always been innovative, but the innovation has been mostly incremental. Over the past century, we had telegraphs, then wired telephones, then wireless phones, then cell phones, and now we … Continue reading
Measuring Sponsorship Value in a Changing Digital Landscape
It’s been three-plus years since I wrote an article on measuring the value of sponsorships, and to this day I still get regular emails and calls about it. Years ago I worked for a large, global CPG company that plowed … Continue reading
Death of Net Neutrality Is Not Necessarily a Good Thing for ISPs
New Market Strategies study reveals consumer attitudes on “fast” and “slow” lanes Many industries are closely watching the future of net neutrality. Just last month, the Senate voted to preserve net neutrality, blocking a Federal Communications Commission plan to undo rules … Continue reading