Advice Category Combinations: How Consumers Combine Experiences Reveals Barriers and Tailwinds to Trial & Engagement

Exercise from Innovations in Investment Solutions & Customer Experience Models (2024)

"Digital Investment Advice with Planning Option"

Concept Test from Talking Finance with Friends (2018)

Expectations from Workplace vs. Retail Advice

Exercise from Shopping for Advice on Aging Gracefully (2018)

Expectations from Different Levels of Advice

Exercise from The Experience Divide (2017)

Roles for Primary & Secondary Sources of Advice

Exercise from Envisioning the Future of Advice & Guidance (2017)

"Choice Box" aka Inside Advice® Grid

Concept Test from Envisioning the Future of Advice & Guidance (2017)

Regulatory: "Proposed Fiduciary Rule"

Concept Test from Unblocking Investor Inertia (2016)

Regulatory: "Best Interest Contract"

Concept Test from Digital Habits Revealed (2016)

Blending of Digital and Professional Advice by Pain Point

Exercise from Digital Habits Revealed (2016)

Regulatory: "FINRA IRA Oversight"

Concept Test from Optimizing the Last Chapter (2014)

Expectations for Products and Stores: Strategic Responses to Changing Power Dynamics for Asset Managers & Distributors

Exercise from Money Movement & Strategic Industry Dynamics (2023)

“Direct Indexing Managed Account” (vs. Traditional Managed Products like Mutual Funds, ETFs, SMAs): How to Engage Consumers in the Managed Account Structure of the Future

Concept Test from Money Movement & Strategic Industry Dynamics (2023)

Role for Asset Managers

Exercise from Talking Finance with Friends (2018)

Roles for Stores vs. Products

Exercise from New Needs, New Competitors, New Solutions (2015)

Opportunities for Products

Exercise from New Needs, New Competitors, New Solutions (2015)

The Balance of Power Between Manufacturers & Distributors

Exercise from Life After Work & Fear of the Unknown (2014)

Current Investment Products & Influencers

Exercise from Life After Work & Fear of the Unknown (2014)

Intrahousehold/Intergenerational Finance

Exercise from Innovations in Investment Solutions & Customer Experience Models (2024)

"Elder Financial Care" aka Periodic vs. Subscription Pricing

Concept Test from Shopping for Advice on Aging Gracefully (2018)

"Educational Funding for Grandchildren"

Concept Test from The Experience Divide (2017)

"Financial Advice for Non-Traditional Families"

Concept Test from Envisioning the Future of Advice & Guidance (2017)

"Financial Decision-making Support for Aging"

Concept Test from Digital Habits Revealed (2016)

Impact of Family Structure and Legacy Motive on Funding Old Age

Forecast from Funding Life After Work (2015)

"Couples Planning"

Concept Test from Surprises of Modern Retirement (2013)

"Financial Advice Menu" and Pricing

Concept Test from Shopping for Advice on Aging Gracefully (2018)

"Elder Financial Care" aka Periodic vs. Subscription Pricing

Concept Test from Shopping for Advice on Aging Gracefully (2018)

Methods for Paying for Advice

Exercise from Envisioning the Future of Advice & Guidance (2017)

Retirement Advice: Service-Pricing Spectrum

Exercise from Optimizing the Last Chapter (2014)

Competitive Perceptions of Product/Service Quality & Price

Exercise from Surprises of Modern Retirement (2013)

“In-Plan Retirement Income Solution”: Consumer Reactions to the Latest Trends in Guaranteed Income Design to Inform Product Enhancements and Reduce Barriers to Adoption

Concept Test from Innovations in Investment Solutions & Customer Experience Models (2024)

"Long-Term Retirement Investment"

Concept Test from Envisioning the Future of Advice & Guidance (2017)

"Investment Income Matched to Expense Types"

Concept Test from Digital Habits Revealed (2016)

"Drawdown Fund"

Concept Test from Funding Life After Work (2015)

"Overview of Income" for Statements & Digital Views

Concept Test from Funding Life After Work (2015)

"Target Date Retirement Fund with Income"

Concept Test from Life After Work & Fear of the Unknown (2014)

Regulatory: "Proposed In-Plan Income Product Guidance"

Concept Test from Optimizing the Last Chapter (2014)