When you think of a household, many of the services and products used by the members of the household are shared. This could be vehicles, healthcare, streaming subscriptions, etc. From a banking perspective, we are interested to learn whether this idea of “householding” is attractive to young adults and dependents. You might not mind sharing a Netflix account with the rest of the household, but does this hold true when it comes to a financial advisor?
Please respond to the following questions about the concept of financial “householding.”
1) Would you like to have the same financial advisor as the other members of your family? Why or why not?
2) What types of conversations would you like to have with a financial advisor to address the most important financial topics in your life?
3) If your family had a household financial advisor:
- How and when would you want to be introduced to the family’s advisor?
- What would be your preferred way to communicate with the family’s advisor?
4) If your family got a household financial advisor, what else could make it an ideal experience for you?
- 1-10 Scale
Awards:- $1,600
Deadline:- 02-01-2022
