"This is a wonderful service. Please feel free to use us as a reference for any other advisors, RIAs, and/or B/Ds that are out there that are thinking about using your services."Craig Phillips CFP,
Managing Partner of Client 1st Advisors
Our Online Research Methodology
The underpinning for all our research solutions involves a thorough and proven, 6-step methodology.
Step 1: Research Strategy Meeting
Client Opinions will meet with executives of your organization to define the key learning objectives that will define the survey design and execution.
Step 2: Survey Design, Construction and Testing
Our research team will develop a custom, online survey based on the pre-determined objectives.
Step 3: Survey Deployment
Client Opinions will help you launch your survey and track responses.
Step 4: Data Analysis
Client Opinions will close the survey, analyze the data, identify key learnings, and initiate the process of creating the final reports.
Step 5: Reporting
Client Opinions will prepare the final reports. The graphs, charts and commentary will be fully customized to provide a powerful “board-ready” presentation that can be shared with your senior management team.
Step 6: Strategic Consultation
Client Opinions will meet with your executive team to discuss the research findings and business implications during a 1-hour conference call.