Compensated Study about Financial Lifestyles

SIS Research is conducting a compensated research interview about Financial Lifestyles.

We are providing $250 compensation if you qualify, are selected and successfully complete an approximately 1-hour Zoom interview.

We are interested in looking at opinions, attitudes and behaviors. The interview is confidential and for opinion research purposes.

If you are interested, we first would like to see if this study is a fit. Please take the pre-screening survey below to be considered.

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* 1. Contact Information

Name

Job Title

Linkedin or Social Media LINK (this is mandatory, in order to be considered please send this as a LINK form)

City/Town

State/Province

Email Address

Phone Number

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* 2. How do you identify?

Female

Male

Other (please specify)

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* 3. Are you, or is anyone in your household, any of the following types of professionals?

A marketing researcher

An advertising or public relations professional

A financial advisor

NONE OF THESE TYPES OF PROFESSIONALS

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* 4. For our research we are talking to people of various ages. Could you please tell me how old you are?

Under 25

25-44

45-64

65-79

80+

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* 5. Which of the following best describes your involvement in making decisions about your household’s investment account or portfolio?

I am the sole decision maker

I share in the decision making

I am not involved in the decision making

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* 6. What is the size of your household’s investment account or portfolio? Please include the total amount in financial accounts such as brokerage accounts, money market accounts, 401k, 403b, IRA, trusts, savings accounts and certificates of deposit. Please exclude real estate, art, collectibles, and any other non-financial “hard” assets.

Don’t Know/Refused

Less than $500,000

$500,000-$999,999

$1,000,000-$2,499,999

$2,500,000-$4,999,999

$5,000,000-$9,999,999

$10,000,000-$24,999,999

$25,000,000 or more

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* 7. Do you pay a professional to provide financial planning or wealth management services?

Yes

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* 8. Are you related to the professional who provides financial planning or wealth management services?

Yes

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* 9. What financial institutions do you do business with (for banking, investment management, etc.)?

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* 10. Which of the following best describes your employment status?

I work full-time for a company or organization

I work part-time for a company or organization

I own my own business

I am unemployed

I am retired

I am a stay-at-home mom or dad

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* 11. Please write 4 - 6 sentences on the following. If you could have dinner with anyone, living or deceased, who would it be and why?

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* 12. Please write 4 to 6 sentences on what do you think makes a business successful.

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* 13. Do you have daily access to a computer with high-speed internet access? By computer, we mean a traditional laptop or desktop machine, NOT a tablet or mobile device.

Yes

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* 14. Does your desktop or laptop have a webcam?

Yes

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* 15. On average, how often do you use the internet?

I am pretty much always online

More than once a day

Once a day

A few times per week

Once a week or less