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How can a shared financial advisor help your household?
business product development banking communication skills customer experience financial services idea generation
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5 months ago
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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.
$125.00 J University of California, Los Angeles
$125.00 Square pic 60 6be95546d3ad8609795545599b1648ad West Virginia University
$125.00 Square pic 60 20200121 192854 University of Mines and Technology, Tarkwa
$125.00 Square pic 60 img 3084 Duke University
$125.00 Square pic 60  pedestrian line marking 300 Liverpool
$125.00 Square pic 60 images University of South Florida
$125.00 V
$125.00 M
$33.30 Square pic 60 38197 McGill University
$33.30 Picture?width=160 Penn Foster
$33.30 T University of Vermont
$33.30 M
$33.30 B Ursinus College
$33.30 Square pic 60 20220413 071449 UMaT
$33.30 Square pic 60 inshot 20200923 200028765 San Jose State University
$33.30 Cccxu ge normal California Institute of Technology
$33.30 Square pic 60 54b549ff2e502.image Northwestern University
$33.30 Square pic 60 pexels pixabay 247899 University of California, Berkeley
$33.30 Square pic 60 13 University of California at Davis
$33.30 Square pic 60 img 0377  2020 03 03 14 50 08 utc Honolulu community college
$10.50 M
$10.50 Picture?width=160 Humboldt Universitat
$10.50 E Northeastern University
$10.50 K New York University
$10.50 P University
$10.50 D California Polytechnic State University
$10.50 Picture?width=160 Norwalk Community College
$10.50 Square pic 60 prof pphoto University of Technology, Jamaica
$10.50 Square pic 60 njphotoshootjanelle Liberty University
$10.50 Picture?width=160 UC Berkeley
$10.50 A
$10.50 J