- 6 How Would You Rate The Folowing Elements Of Your Primary Financial Provider Companyi It Is Not Applicable Select N 1 (86.78 KiB) Viewed 24 times
20. Calculate an overall rating score for the primary
financial provider by summing the ratings of all the 13 items in Q6
(Q6_ a through 06 m). Obtain a frequency distribution and summary
statistics. Interpret the results.
21. Are the decision-making approaches (Q8) related to
any of the demographic characteristics (Q9 through Q15, as recoded
in Chapter 15)?
26. Is the likelihood of "recommend your primary
provider to someone you know" (Q2) lower than the likelihood of
"continue to use your primary provider at least at the same level
as up to now" (Q3)? Formulate the null and alternative hypotheses
and conduct an appropriate test.
27. Can the decision-making approaches (Q8) explain any
of the importance variables (Q1_ a through Q1_)?
28. Is there a relationship between the importance
variables considered individually (Q1_ a through Q1_) and the
recoded demographic characteristics (Q9 through Q15)?
6. How would you rate the folowing elements of your primary financial provider (companyi? it is not applicable select "NA DX ONE box for EACH statement.) Good Fair Poor NA Excellent 60 60 60 Very Good 50 50 50 40 40 40 30 30 30 20 20 20 10 10 10 60 50 60 10 10 a. Overall satisfaction with primary provider b. Performance of investments with this provider crees or commissions charged d. Depth of products and services to meet the range of your investments needs Ability to resolve problems 1. Online services offered 9. Multiple providers products to choose from h. Quality of advice Knowledge of representatives or advisors you deal with Representative knowing your overall situation and needs k Access to other professional resources 1 Degree to which provider knows me m. Quality of service 60 60 60 60 60 60 50 50 SO 50 50 SO SD 50 so 50 40 40 40 40 40 40 40 40 40 30 30 30 30 30 30 30 30 30 30 20 20 20 20 20 20 20 20 20 20 10 10 10 10 10 10 10 7. During the past 12 monthse you or anyone in your household switched some as other than checking account assets from one investment having provider to another? (DO NOT include switching money from one dividual investment such as a sockor bond to another stock or bond within the same brokerage or investment compares exdude wet in a 40181 457 or similar defined contribution retirement accounts 1 Yes 20 N 8. The following are some different approaches you and you hold might take regarding advice and investment decision-making Please read each one and the answer the question below 1. Using a variety of online or one information sources, you make your own investment decrions without the stance of an investment professional or advisor 2. Using a variety of online or olie information or you make most of your own investment decisions but useament professional advisor for specialized needs only averents or taxa 3. You regularly consult with an ement professional order and you may also get additional information yourself, but you make most of the final desions 4. You rely upon an investment professional order to make motor all your investment decision For the majority of your ass, which ont of the above (1-4 BEST describes your preferred approach? Wie in a number from 1-4) Number.. Part B. Demographic Characteristics Match Case Match Djacritics Whole Words r. Rain. < > F8 F10 F9 F6 Hom. F7 5 F12 Insert a Priser