Zeldis Learning Center
Explore. Learn. Grow.
Welcome! Zeldis Learning Center is a professional development site where marketers and market researchers meet to gain insights, expertise, and advise. Our goal is to make your market research career more successful!
On this site, you can search by industry and category for articles, presentations, white papers, podcasts and much more — all designed to help you grow and learn. You'll also find tips, tools, and techniques to hone best practices of reaching and engaging respondents as you “ Elevate Your Research.”
Journey Mapping: Qualitative Overview
August 1, 2022
In this short presentation we explore a Qualitative Overview of Journey Mapping.
The Ideal Advisor: Why Women are the Perfect Fit for the Advisory Industry
October 25, 2021
As a woman-owned business focusing on financial services/insurance, Zeldis is interested in exploring the barriers and challenges women face in the advisory industry
Retirement Redefined: The risks, rewards, and realities of Modern Retirement
September 17, 2021
Explore the risks, rewards, and realities of modern retirement in “Retirement Redefined”, our latest Thought Leadership Research.
5 Moderating Tips for Online Qual
June 23, 2020
As more online focus groups have been completed, we have adjusted our moderating techniques to accommodate the virtual approach and optimize the experience for clients and respondents.
Key Questions for Visual Design
June 9, 2020
Here are just 4 questions to ask yourself to ensure your visual design effectively enhances your data presentation!
Beyond Speeding: Ensuring High-Quality B2B Panel Data
June 1, 2020
Here are some tips for best practices we follow for quality control.
The Importance of Story Telling
May 26, 2020
Zeldis researchers put together this short presentation to help you begin to explore why story telling is important, where to start, goals to shoot for in your story, and how to avoid potholes in your results.
COVID-19 Impact on Financial Services/Insurance Research (Apr 30-May 7)
May 17, 2020
Zeldis Research conducted roundtable discussions with key researchers in the financial services and insurance industries to understand the impact of COVID-19 on their research departments.
Tips to Optimize Work E-mails
May 12, 2020
When communicating with busy people over E-mail, how can your message stand out above all the noise, politely and professionally?
Webcam Focus Group: Working from Home
May 8, 2020
Zeldis Research Senior Director Andy Romano hosts a webcam focus group discussion on the benefits and drawbacks of working remotely from home.
Online Qualitative Methodologies
March 11, 2020
In this presentation we examine and compare various approaches when considering Online Qualitative methodologies; Webcam EGs, WebEx Interviews, Bulletin Boards, and Communities.
Infographic – 5 Key Insights Into ESG Research
February 20, 2020
View a summary of the key insights: on terminology, best ways to position ESG for investors, barriers and benefits, and how advisors are underutilized in ESG consulting.