Wants & Pricing: How Top Performers Crack the Code to Get Customer Wants Right gives you the competitive data and insight you need on customer wants, Top Performer firms, expectations for paid vs. non-paid financial professionals, and important pricing trends.

Understand the level of importance that consumers place nationally on 34 service dimension attributes (25 firm and 9 fin pro) and three pricing dimensions tracked, plus how the top 21 firms most often cited perform. The report draws from the latest fielding of the Hearts & Wallets Investor Quantitative™ Database, recognized as the largest single dataset on U.S. retail consumer attitudes, behaviors and buying patterns, with over 45,000 U.S. households. 

• As consumer enthusiasm for flat fees continues to grow, some stores are ahead of the trend, while others lag – find out which ones in the report. 
• Consumers who expect advice to be free have higher expectations for accountability for investment results compared to consumers who pay for investment selection. 
• Top Performers for “explains things in understandable terms” are Ameriprise, Edward Jones and Morgan Stanley.

Marketing, product and advice/digital design professionals will benefit from the actionable data and insights in this report to: 

• Compare the results of this large-scale national study to your internal brand tracking to gain new insights. 
• Satisfy the key shopping criteria for consumers who use financial professionals, and define customer expectations for “free” service. 
• Help consumers understand how to buy what they want. 
• Know your customer wants and those of competitors to develop competitive strategies. 
• Stay ahead of pricing trends.    

The Hearts & Wallets Investor Quantitative™ Database (IQDB) is the comprehensive resource for understanding and analyzing behaviors and attitudes of retail savers and investors. With over 1,600 fields and derived variables, the breadth and depth of topics covered is designed with decades of hands-on experience in the marketing, product, service and research functions it serves. The database covers consumers of all age and wealth segments, with over 5,000 annual responses to an online survey fielded mid-year since 2010. The large sample size of over 45,000 U.S. households permits sizing and profiling of virtually any demographic, behavioral or attitudinal definition for consumer groups. Its national weighting methodology allows for comparisons across years and customer/shareholder bases of leading firms.