About
Affluent-Dynamics Affluent-Dynamics
is a marketing research firm that provides valuable
analysis and insight about affluent investors to some
of the world’s largest financial institutions,
publications and professional advisor organizations.
We have created a dedicated Panel of affluent investors
who participate in custom marketing research surveys
about their financial needs and the products and services
they use. Most of this research is conducted online
through our private and highly secure servers. Occasionally,
Panel members participate in in-person focus group
discussions.
Information provided by Panel members
is always confidential and only reported on an aggregate
basis, never on an individual basis. The Affluent-Dynamics
investor Panel is used for marketing research purposes
only, never for sales solicitation or other marketing
purposes.
About the Affluent-Dynamics Financial Advisor Panel
In addition to the research we conduct with individual
investors, financial institutions occasionally ask us to
conduct marketing research with financial and investment
advisors. To meet those requests, we have created the Affluent-Dynamics
Financial Advisor Panel. This is a private Panel completely
separate from the Affluent-Dynamics investor panel.
Members of our Advisor Panel are professional financial
and investment advisors who participate in occasional online
surveys about various financial products and services.
The information provided by Panel members is used for marketing
research purposes only, never for sales solicitation or
other marketing purposes.
Why join the Affluent-Dynamics
Advisor Panel? There are three benefits
to being a member of the Panel…
1
Access
to valuable marketing research on individual investors…Panelists who participate
in the research studies will have access to unique
marketing research reports that Affluent-Dynamics
conducts with the Affluent-Dynamics investor panel.
These reports provide valuable insight into what
investors are thinking, the investment strategies
that motivate them and they kinds of products and
services they use. Some examples of the insights
from a recent survey with investors who have over
$1 million in investable assets were:
Concerns about today’s
investment environment and how that is
impacting their investment behavior.
Changes in risk
tolerance.
Key issues affecting
estate planning and generational wealth transfer.
What different investment
strategies they are using in a stagnant investment
environment.
Impact
product development… By participating
in occasional marketing research studies, panelists
can directly impact the way financial institutions
develop products and services. This means that your
thoughts and opinions can affect the way products
and services are designed for you and your clients.
It also means that you can impact the way these products
and services are marketed and advertised.
3
Earn
frequent flyer miles… Panelists receive
3,000 frequent flyer miles* for every online survey
they complete or focus group they participate in.
*
The
frequent flyer reward program works as follows for Panel
members: For every online survey you complete or focus
group you participate in, you will be given 3000 miles.
The miles will be with United's Mileage Plus program
and you will be asked to provide your United Mileage
Plus account number at the end of each completed survey.
The miles will be credited to your United account within
three weeks of completing the survey. Once in your account,
your miles can be used as you would use them with United
Airlines or any of their 13 Star Alliance international
partners.
