Recruting Wealth Planners, Financial Advisors to participate in global neuroeconomic study

I'm about to embark on a global study of financial advisors (and their clients). Because the last year made everyone so uncomfortable, I'd like to better understand how advisors motivate their clients to do the right thing. How are they helping them in the long run--and how do they get them through the short term. I want to match that up with their clients-what did their advisors do that REALLY made them feel better? What actually made things? What seemed brilliant, but really had little to no impact?

It's easy to answer one way on generic, anonymous paper survey-or for that matter, a phone survey. But it's quite different when their brain patterns light up before the individuals realize what their conscious thoughts are--initial reactions don't lie.

Martin Lindstrom discovered this when surveying smokers: they all answered on paper that they knew smoking was bad, they knew they needed to quit-nearly all said they wanted to quit. And yet, when surgeon general warning labels were flashed before them, when graphic images of black lungs appeared, only one part of the brain lit up: the Craving area! Those messages are intended to deter smoking, but in fact they are doing the exact opposite. I suspect there might be some of the same thing happening with the financial planning experience, at all asset levels, around the world. I want to discover what is the best way to help clients address the primal parts of their brain (how do I deal with the right now) with modern day needs (how do I plan for twenty-thirty-forty years down the road).

If you and/or your clients are willing to participate confidentially, please contact me: stacia@staciahatfield.com. Small remuneration will be made available to those who participate, but more importantly we'll share the most significant findings with you!