"I'm in the financial services business with Ohio National Financial Services. This company provides excellent service and has the products and support I believe I need to be of help.
"I am conducting a survey to get a better understanding of people's attitudes toward the financial services industry. The questions I have would take about 10 to 15 minutes to review with you, and the answers you share would be a big help. Of course, our discussion will be completely confidential. Would you mind sharing a few minutes?" (If no, ask questions.)
Then proceed with questions about participants'...
- Occupation, Profession, or Business;
- Social or Recreational Interests;
- Wealth Building Philosophy;
- Past Use of Financial Products and Services;
- Expectations;
- Communications networks.
Plus...
- What they look for in a financial services provider;
- What their most important financial security concerns are; and
- How they prefer being approached by financial services professionals.
