Know Thy Clients

Walters, Sean R.
July 2006
Journal of Financial Planning;Jul2006, Vol. 19 Issue 7, p46
Academic Journal
The article mentions the author's visit to Salem, Massachusetts and focuses on marketing research. Qualitative research in a specific market can reduce the uncertainty and provide information about clients' expectations. There is a reference to the evolution of a Client Advisory Council, which is associated with Freedman Financial in Peabody, Massachusetts. Topics include the function of a focus group in exploratory market research and the 2006 consumer survey that was conducted by the Financial Planning Association.


Related Articles

  • 'On' and 'Offline' focus groups: claims, questions. Langer, Judith // Marketing News;06/05/2000, Vol. 34 Issue 13, pH38 

    The article makes a comparison between online focus groups and traditional or offline sessions in relation to marketing research in the U.S. According to the author, though it's safe to guess that the online world will continue to grow, it would be a mistake to assume that it'll grow to the...

  • Right ways to conduct qualitative research. Henderson, Naomi R. // Marketing News;9/16/2002, Vol. 36 Issue 19, p26 

    The article discusses the proper ways to conduct qualitative market research. In a number of professions there's a "right" way to do the work of that industry. In qualitative research, for example, one is still figuring out names for some of the focus group techniques. One right way to do any of...

  • Aprende a Leer la Mente de Tus Clientes. Betech Jr., Emilio // Entrepreneur Mexico;Jun2008, Vol. 16 Issue 6, p58 

    No abstract available.

  • the new science of focus groups. Wellner, Alison Stein // American Demographics;Mar2003, Vol. 25 Issue 2, p29 

    Discusses changes in qualitative research in marketing, with emphasis on focus groups. Views on focus groups as an essential part of marketing research; Information on the recruitment of consumers for focus groups; Application of ethnographic research principles; Effectiveness of one-on-one...

  • Focus `groupies' set to face criminal charges. Tylee, John // Campaign;7/2/99, Issue 26, p5 

    Reports on the Great Britain-based market research organization Association of Qualitative Research Practitioners' efforts to enhance the reliability of focus groups. Focus group members' need to sign a contract that will protect the integrity of market research programs.

  • Industry's research body reveals plans to vet focus groups.  // Campaign (UK);07/11/97, Issue 28, p9 

    Reports on the Association of Qualitative Researchers' plan to establish a national validation system in Great Britain, which will check the credentials of people participating in focus groups. Estimated worth of the qualitative research business.

  • Seminars fill gap in focus-group training. Hollander, Sharon L.; Oromaner, Daniel S. // Marketing News;1/3/1986, Vol. 19 Issue 1, p46 

    Focuses on the advantages of seminars with advanced focus-group moderator skills to corporations that conduct qualitative research in the U.S. Factors to consider in collecting qualitative data; Strategies of Regis McKenna in conducting statistical marketing orientations and qualitative...

  • Same Frame, New Game. Henderson, Naomi R. // Marketing Research;Summer2004, Vol. 16 Issue 2, p38 

    The article relates the difference in the use of the focus group method in marketing research in 1930 and in 2004. The challenge for the moderator in 2004 is having the same timeline of 120 minutes of clock time as in the 1930s, but nearly twice the amount of material to cover in discussion. In...

  • THE GROUP INTERVIEW AS A TOOL OF RESEARCH. Shapiro, Emory P. // Journal of Marketing;Apr1952, Vol. 16 Issue 4, p452 

    The article discusses the use of group interviewing as a marketing research tool. In 1951 a study was conducted to test the effectiveness of the practice. Personal interviews were utilized in the study. Group interviewing was found to conserve both time and money as compared with mailed...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics