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How can a shared financial advisor help your household?

Aadhithya by Aadhithya
December 5, 2021 - Updated On January 2, 2022
in Expired
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How can a shared financial advisor help your household
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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?

Deliverables

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?

Submissions will be graded on the following criteria:

  • 1-10 Scale

Awards:- $1,600

Deadline:- 02-01-2022

Take this challenge

 

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Aadhithya

Aadhithya

Serial inventor & innovator with an exemplary track record for problem solving with a diverse skill set. Won 50+ Global innovation awards with innovative technical solutions till date. Currently working on inspiring the next generation of innovators by making innovation opportunities and challenges accessible to people across the world as founder of Givemechallenge.com

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