Skip to Main Content
Next Challenge: Propose a way to keep contract talent engaged in between projects
How can a shared financial advisor help your household?
business product development banking communication skills customer experience financial services idea generation
top 50%
entries reviewed
21 days ago
Small pic 106946590 1632424552322 gettyimages 709133131 shkf00746

When you think of a household, many of the services and products used by the members of the household are shared. This could be vehicles, healthcare, streaming subscriptions, etc. From a banking perspective, we are interested to learn whether this idea of "householding" is attractive to young adults and dependents. You might not mind sharing a Netflix account with the rest of the household, but does this hold true when it comes to a financial advisor?


Please respond to the following questions about the concept of financial "householding."

1) Would you like to have the same financial advisor as the other members of your family? Why or why not?

2) What types of conversations would you like to have with a financial advisor to address the most important financial topics in your life?

3) If your family had a household financial advisor:

  • How and when would you want to be introduced to the family's advisor?
  • What would be your preferred way to communicate with the family's advisor?

4) If your family got a household financial advisor, what else could make it an ideal experience for you?

    Submissions will be graded on the following criteria:
  • 1-10 Scale
Reward Tiers
Top 10%
will share $1,000
Next 15%
will share $400
Next 25%
will share $200
Actual individual rewards will be based on the total number of eligible solutions.
Leaders will be displayed here once submissions are reviewed.
Enter your info to sign in
or sign in with