Case Study: "Are Financial Advisors Worth It?" A Survey of US Consumers

"Are Financial Advisors Worth It?" A Survey of US Consumers

Deliverable:

Report

Sector:

Wealth Management

The Objective

The client wanted to produce a content-rich, insightful research report and was open to ideas as to the exact topic. Together we agreed on a consumer survey on the perceived value of professional financial advice.

The Approach

The challenge was first to create a survey that would deliver rich insights without straining the budget or the respondent's attention span. I proposed a list of five questions that would create a solid narrative for the eventual report. It also included free text so that we could hear directly from the respondents in their own words.

The Result

The resulting survey delivered a nuanced and varied group of responses, although the main messages were clear. The survey questions meant that the bulk of the analysis was straightforward, aside from the free text responses which had to be scanned individually.

You can read the individual responses here in the raw data- they are quite interesting!

"The depth of both his understanding of the fundamentals of the space and his ability to intelligently research was very clear in how well he was able to incorporate the cutting edge concepts we are implementing - and without need of significant revisions from his first draft!"

- Head of Strategy

"Matthew is an incisive writer with the intelligence to delve deep into understanding the essence of complex topics, and the flexibility in his writing style to be able to engage any audience. Matthew is a pleasure to work with."

- Futurist & Commentator

"Unlike many of our writers, we don’t need to spend any time editing his work. He also gets the work in quickly and offers a high level of insight instead of just regurgitating news. We look forward to working with Matthew more in the future."

- Journal Editor

"I had the privilege of collaborating with Matthew on a book - a long project that took many different twists and turns. Matthew was the epitome of patience but also provided good guidance and direction as we worked together. The result was better than I could have hoped for. The reviews for readers were very encouraging, and confirmed that it was worth all the effort! I'm very appreciative of Matthew for his wisdom, insight and tenacity."

- Advice Firm Owner

"Matthew is not only an exceptional writer but is also a fantastic collaborator. Matthew understands the assignment but then goes deeper to ensure he understands the context most important for the audience to receive."

- Consultant

"His meticulous research ensures that every piece he produces is not only factual, but also credible. Working with Matthew has been an absolute pleasure thanks to his unwavering professionalism and commitment to excellence."

- Wealth Content Manager