Podcast – Conducting Research with Financial Advisors

Conducting research with financial and investment advisors can be tricky.

From finding the time-pressed, elusive advisors who work with your product, to dealing with industry regulations on incentives, to limited sample sizes, your research objectives can be frustrated. Learn how you can overcome these barriers to conducting research with advisors and reap surprising and dynamic results. In this new White Paper and Podcast, Senior Research Director Fred Gaudios explains some of the ways Zeldis Research has been able to get more qualified individuals to 1) yield more of their time and 2) open up with more candid responses. It's all about screening, new methodologies and more.