• Interviewed CEOs of mid-size banks regarding the strategic issues facing their industry.
  • Telemarketing survey of CFOs to increase enrollment in an annual conference.
  • Conducted over 100 interviews with CEO’s from mid-size firms ($50M – $500M) to determine the key strategic issues facing several industry segments (e.g., financial, pharmaceutical, chemicals, consumer, food, retailing, manufacturing, and high technology).  The results were used to provide strategic direction into the planning process of a major non-profit organization.
  • Conducted in-depth interviews with household decision makers for retirement planning and investment products.
  • Qualitative study involving in-depth interviews of Chief Financial Officers and transportation companies involving their SALT (state and local tax) practices.
  • Conducted a study of upscale Hispanic clients to determine their investment patterns in Southern Florida.
  • Conducted study of upscale consumers to determine their retirement and investment plans.
  • Provided an international online panel for high-net worth investors and financial advisors.
  • Interviewed CEO of mid-sized companies regarding the drivers of their decision making.
  • Conducted recruitment of C-Level executives through personal and business networking for online testing organization across the US.