Financial Advisory

Original price was: € 199,00.Current price is: € 0,00.

WHAT IS IT ABOUT?

Retirement planning can be tricky without the right financial advice. Our questionnaire is designed to help you make informed decisions to ensure your financial future.

SKU: a0312ddd-262f-482d-aef1-edffbd98f732 Category: Tags: , , , , , , , ,
Available in: English, Dutch, French, German, Spanish
  • The Budgeting Department that needs actionable data on budgeting guidelines
  • The Investment Manager wanting to understand how to create retirement strategies for their team
  • The Retirement Planner who wants to learn how to best manage portfolios for their clients
  • The College Funds Manager who wants to find new ways to save for college
  • The Taxation Officer interested in understanding taxation strategies for retirement
Savings
Developing savings strategies

Retirement Strategies
Creating retirement plans

College Funds
Planning for college expenses

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What strategies have you developed for investing?
  1. I don't have any strategy yet.
  2. I have some simple methods.
  3. I have a comprehensive investment plan.

Q. What aspects do you consider in your portfolio management strategy?
  1. We start with some basic asset allocation.
  2. We define our risk appetite and customize an asset mix.
  3. We use Monte Carlo simulations and rebalance consistently.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
NAMETITLE PAPER
oliverwymanOliver Wyman and ORX - Summary report - Cause and Impacts Reference Taxonomy.pdf
pearlmeyerbank-compensation-should-you-award-transaction-or-retention-bonus.pdf
oliverwymanClimate-Change.pdf
gartnersales-top-insights-2020.pdf
oxeraWill-distribution-network-operators-invest_1.pdf
ndyNDY_Amcom Critical Messaging_v1.pdf
gartnerhow-organizations-are-supporting-a-hybrid-workforce.pdf
oliverwymanHow-Data-Can-Inform-Design_web_final.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.

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