MARKETING TO CONSUMERS: Consumers and Financial Information: Media Usage by Net Worth

McClune, Shella
December 2009
Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, Special section p14
Academic Journal
The article presents a research study which aims to explore the financial planning of several financial planning consumers in the U.S. It discusses the results of the survey conducted by the Financial Planning Association (FPA) and the USA Today which is associated on the common media sources use by consumers for financial information. Findings revealed that the higher net worth, the more the consumers refer to all media for financial information. It further concludes that most consumers still uses traditional media as financial information resources.


Related Articles

  • CONSUMER DEMOGRAPHICS: Communicating Value and Addressing Client Misperceptions. Ritchlin, Lance // Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, Special section p1 

    The article provides information on the 2009 planner-client communications study conducted by USA Today and the Financial Planning Association in the U.S. The study revealed that consumers who regularly work with their financial planners are more confident on their financial future. It adds that...

  • Reaping Rewards from Study Groups. Newton, Catherine // Journal of Financial Planning;Oct2001, Vol. 14 Issue 10, p86 

    Presents an interviews with four members of the Financial Planning Association in the United States. Involvement of the financial planners in the Certified Financial Planners program; Development of a portfolio management practice within financial planning firs; Enhancement of tax law change...

  • IN THE FPA.  // Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p14 

    Presents an update on the activities of the Financial Planning Association (FPA) in the United States as of July 2001. Keynote speakers for the FPA Success Forum 2001; Launching of the Community Building program of the FPA; Availability of an updated version of the FPA Financial Planning...

  • Totally Unscientific. Ritchlin, Lance // Journal of Financial Planning;Nov2009, Vol. 22 Issue 11, p8 

    The article reports on the results of a scientific survey conducted by the Financial Planning Association (FPA) Research Center on financial planning profession in the U.S. It shows that 71% of respondents confess to using an occasional sports analogy to make a point to a client, 15% notes that...

  • Is It Time for Annuities? Schulaka, Carly // Journal of Financial Planning;Apr2010 Annuities Supplement, p6 

    The article presents the findings from the 2010 Financial Adviser Use and Perceptions of Annuity Products survey conducted by the Financial Planning Association (FPA) in the U.S. The author reveals that majority of respondents admit that they use or recommend annuities of some type to their...

  • FYI.  // Journal of Financial Planning;Jan2002, Vol. 15 Issue 1, p12 

    Reports the developments in Financial Planning Association (FPA) in the United States as of January 2002. Presentation of Bridge the Gap program designed for financial planners; Details on the FPA Retreat 2002; Approval of ERISA advice bill for financial service industry; Overview of the USA...

  • The Scope and Practice of Comprehensive Financial Planning: Survey Results, Current Standards, and Engagement Letter Recommendations. Chene, Douglas; Gold, Joel; Gramlich, Jeffrey // Journal of Financial Service Professionals;Jan2010, Vol. 64 Issue 1, p47 

    This paper examines the issue of whether the adjective "comprehensive" is appropriate for describing professionals who provide financial planning advice to individuals. We first consider how the term "comprehensive financial planning" developed, and explain what this term means to financial...

  • PRACTICE TRENDS: Planner Communication Styles and Their Benefits. Nelson, Christina // Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, Special section p5 

    The article presents a survey study which explores the communication styles and its benefits towards the financial planners in the U.S. Survey revealed that most financial planners chose the telephone, face-to-face approach and by electronic mail (e-mail) in communicating with their clients. It...

  • Advisers Falling Short on Business Development Goals. Manganaro, John // Plan Advisor News;2014, p31 

    The article discusses the results of a 2014 survey by the Financial Planning Association (FPA) which compiled the sales and business development experiences of advisory firms in the U.S. Topics covered include the majority of half of financial advisers thinking they are currently falling short...


Read the Article


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

Try another library?
Sign out of this library

Other Topics