FieldworkHub was tasked with finding female respondents aged 50-70 years with at least $250,000 or equivalent in investable assets who were either currently using, or considering using, a financial advisor or money manager. Respondents were also required to have sole or joint financial decision making responsibility for their households.
Participation in the study was in the form of 60-minute virtual IDIs via our internal Zoom platform.
Using a combination of free-find recruitment and our in-house panel, we successfully engaged 6 women in Canada and the UK to take part in the study.
We ensured all respondents were screened in both virtually and over the phone, to ensure quality control, and explained the aim of the study to them. We generated meeting links for the sessions, sent them out to respondents and followed up with reminders to ensure that sessions would start promptly. We also delivered English transcripts within 2 days after completion of each session.
We are very satisfied with the results. Thank you for your excellent management, you were a delight to work with.
