Webinars
The Ideal Advisor: Why Women are the Perfect Fit for the Advisory Industry
Oct 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
Webcam Focus Group: Working from Home
May 08, 2020
Zeldis Research Senior Director Andy Romano hosts a webcam focus group discussion on the benefits and drawbacks of working remotely from home.
Webinar: Consumerization of Health Care – Phase II Results
Nov 18, 2019
Consumerization of Health Care Research Study - Phase II - Quantitative Results. Presented by Senior Research Director Jeff Mann and Vice President Leanne Storer at Zeldis Research. This study explores how consumers and physicians are adapting to ...
Webinar: Consumers and Telemedicine Study Results
Nov 18, 2019
Telemedicine is considered a viable, convenient solution to improve health outcomes. So why hasn't it taken off as an alternative delivery source? In a new quantitative study, Zeldis Research and Dynata report on new insights into consumer barrier...
Webinar: Uncertain Futures – 7 Myths About Millennials and Investing
Feb 11, 2019
Millennials, on the cusp of surpassing Baby Boomers as the largest adult generation, remain substantially under-invested as a segment. Why? A new report from the FINRA Foundation and CFA Institute, conducted by Zeldis Research, explores this quest...
Webinar: A Quantitative Segmentation of Millennial Customers
Feb 11, 2019
In addition to many negative stereotypes, ideas in pop culture might suggest that all Millennials are pretty much the same. In reality they’re not. Gain some insights that may surprise you about this important demographic.
White Papers
Whitepaper: 5 Ways to Get More “Bang” for your Research “Buck”
Dec 11, 2019
Getting the most insights possible from every market research dollar is still crucial. Here are five ideas to help you get more out of today’s MR budget.
Research Brief: Increasing Stakeholder Engagement
Sep 09, 2019
Key stakeholder engagement is critical to the success of a research project. This Research Brief will focus on tools and techniques that can be used to engage stakeholders during the research process.
White Paper – Conducting Research with Financial Advisors
Feb 13, 2018
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 object...
Three Annuity Insights – Summer 2017 Update
Jul 17, 2017
In general, when you ask consumers what they think about annuities, you either hear a vague negative perception. Here’s some insights into the marketplace, updated for 2017.
Presentations & Graphics
Journey Mapping: Qualitative Overview
Aug 01, 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
Oct 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
Sep 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
Jun 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
Jun 09, 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
Jun 01, 2020
Here are some tips for best practices we follow for quality control.
Research Methods
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.
Podcasts
Podcast: ESG Investing
Nov 02, 2019
Both consumers and financial advisors want to know more about Environmental, Social and Government (ESG) investments - for different reasons. In this new podcast Fred Gaudios describes the attitudes and behaviors of both audiences towards these...