Table of Contents
- Scope and Themes
- What you need to know
- Definitions -- Professionals
- Abbreviations and terms
- Abbreviations
- Terms
- Executive Summary
- Attitudes and worldview
- Attitudes towards financial services
- Marketing to medical and legal professionals -- what works?
- Consumer Profiles
- Changing demographics
- Attitudes of self-employed healthcare and legal professionals
- Risk taking
- Figure 1: General attitudes of self-employed healthcare professionals,
by gender and income, January-October 2006
- Figure 2: General attitudes of self-employed legal professionals, by
gender and income, January-October 2006
- General outlook
- Attitudes about money
- Figure 3: Attitudes about money, self-employed healthcare and legal
professionals, by gender and income, January-October 2006
- Figure 4: Attitudes about purchases, self-employed healthcare and legal
professionals, by gender and income, January-October 2006
- Friends and family
- Figure 5: Attitudes about personal relationships, self-employed
healthcare and legal professionals, by gender and income, January-October
2006
- Ambition
- Figure 6: Attitudes about work, self-employed healthcare and legal
professionals, by gender and income, January-October 2006
- Interest in the arts
- Figure 7: Attitudes about education and the arts, self-employed
healthcare and legal professionals, by gender and income, January-October
2006
- Fitness
- Figure 8: Attitudes about fitness and appearance, self-employed
healthcare and legal professionals, by gender and income, January-October
2006
- Religious beliefs and ethics
- Figure 9: Attitudes about religion, self-employed healthcare and legal
professionals, by gender and income, January-October 2006
- Environmental issues
- Figure 10: Attitudes about the environment, self-employed healthcare and
legal professionals, by gender and income, January-October 2006
- Attitudes, Opinions and Self-Concepts of Self-Employed Professionals
Compared to Other Groups
- Attitudes and opinions
- Figure 11: Attitudes, opinions and interests, all self-employed
respondents, all self-employed in healthcare or legal, by gender,
January-October 2006
- Risk taking
- General outlook
- Attitudes toward work and family
- Environmental and ethical issues
- Self-concepts among the self-employed
- Figure 12: Self-concepts, all self-employed respondents, all
self-employed in healthcare or legal, by gender, January-October 2006
- Self-perceptions among self-employed healthcare professionals
- Figure 13: Self-concepts, healthcare professionals that are
self-employed, by gender and income, January-October 2006
- Self-perceptions among self-employed legal professionals
- Figure 14: Self-concepts, legal/education or training and are
self-employed, by gender and income, January-October 2006
- Financial Attitudes and Practices of Self-Employed Professionals
- Figure 15: Attitudes towards financial services, self-employed legal and
healthcare, by gender, January-October 2006
- Financing business needs
- Figure 16: Sources of funding for self-employed professionals, February
2007
- Investments and savings
- Figure 17: Investments owned by all self-employed, by gender and income,
February 2007
- Banking
- Types of accounts
- Figure 18: Banking and investments currently owned by all self-employed,
by gender and income, February 2007
- Primary bank
- Figure 19: Primary bank used in past 12 months for legal and healthcare
professionals, by gender and income, January-October 2006
- Ideal bank characteristics
- Figure 20: Most important traits when choosing a bank, by age, June 2006
- Lending
- Figure 21: Loans held by all self-employed, by gender and income,
January-October 2006
- Credit cards
- Incidence of credit cards
- Figure 22: Have or use credit cards, self-employed, by gender and
income, January-October 2006
- Types of credit cards owned
- Figure 23: Type of credit card have or use by healthcare and legal
professionals, by gender and income, January-October 2006
- Types of credit card used
- Figure 24: Credit card have or use for all self-employed, by gender and
income, January-October 2006
- Credit cards used in past 12 months
- Figure 25: Credit card used in the last 12 months by all self-employed,
by gender and income, January-October 2006
- Credit cards used in past 30 days
- Figure 26: Credit cards used in the last 30 days by all self-employed,
by gender and income, January-October 2006
- Credit card usage by medical/legal professionals
- Figure 27: Type of credit card used most frequently by medical doctors,
dentists, veterinarians, or lawyers,
- Figure 28: Type of credit card used most frequently by medical doctors,
dentists, veterinarians, and lawyers, by income and profession, February 2007
- Primary reason for using a particular card
- Figure 29: Primary reasons for using a particular credit card, by
medical doctors, dentists, veterinarians, and lawyers, by gender and
employment status, February 2007
- Figure 30: Reasons for using a credit card for medical doctors,
dentists, veterinarians, and lawyers, by income and profession, February 2007
- Retirement savings accounts
- Figure 31: Type of firm used for retirement savings account by medical
doctors, dentists, veterinarians, and lawyers, by gender and employment
status, February 2007
- Figure 32: Type of firm used for retirement savings account by medical
doctors, and lawyers, by income and profession, February 2007
- Insurance
- Life and health insurance
- Figure 33: Self-employed who currently have life or health insurance, by
gender and income, January-October 2006
- Figure 34: Self-employed, life/health insurance--types owned, by gender
and income, January-October 2006
- Auto insurance
- Figure 35: Company used for automotive insurance, by gender and income,
January-October 2006
- Homeowner' s insurance
- Figure 36: How property insurance was obtained for all self-employed, by
gender and income, January-October 2006
- Professionals and Their Advisors
- Ideal financial advisor
- Figure 37: Qualification of types of advisors for financial needs, by
medical doctors, dentists, veterinarians and lawyers, February 2007
- Ideal financial advisor--by gender
- Figure 38: Best qualified advisors for financial needs, for medical
doctors, dentists, veterinarians and lawyers, by gender, February 2007
- Figure 39: Qualifications of types of advisors for financial needs, male
respondents, February 2007
- Figure 40: Qualifications of types of advisors for financial needs,
female respondents, February 2007
- Ideal financial advisor for self-employed professionals
- Figure 41: Most qualified advisors for financial needs, for medical
doctors, dentists, veterinarians and lawyers, by employment status, February
2007
- Figure 42: Qualification of advisors for financial needs, respondents
with own practice, February 2007
- Importance of attributes in choosing advisors
- Figure 43: Rating of advisor qualities, all respondents, February 2007
- Gender differences for financial service provider attributes
- Figure 44: Most desired qualities (ranked most important) in an advisor,
by gender, February 2007
- Figure 45: Rating of advisor qualities, male respondents, February 2007
- Figure 46: Rating of desired qualities in an advisor, female
respondents, February 2007
- Medical doctors vs. lawyers
- Figure 47: Most important qualities in an advisor, by medical or legal
profession, February 2007
- Figure 48: Rating of desired qualities in an advisor, medical doctors,
February 2007
- Figure 49: Rating of desired qualities in an advisor, lawyers, February
2007
- Biggest challenges for professionals
- Figure 50: Biggest challenges for professional practice, February 2007
- Marketing to Professionals
- Impact of advertising
- Figure 51: Top U.S. Financial Services advertisers by total ad spending,
June 2007
- Importance of referrals
- Figure 52: How relationship with advisor was initially developed, by
gender and employment status,
- Figure 53: How relationship with advisor was initially developed, by
respondents with a financial advisor, February 2007
- How financial services companies currently target self-employed
professionals
- Suggestions for Targeting Professionals
- Financial services and trust
- Word of mouth marketing
- Loyalty drivers
- Appendix: General Attitudes by Age
- Figure 54: Attitudes towards financial services, by age, January-October
2006
- Appendix: Advertising and Promotion
- Figure 55: Chase Business Card with Premier Cash Rebate, February 2007
- Figure 56: Visa Business Platinum Card with No Hassle Rewards from
Capital One Bank, February 2007
- Figure 57: Professional Insurance Programs, April 2007
- Figure 58: Discover business card, May 2007
- Figure 59: CapitalOne No Hassle business loan, February 2007
- Figure 60: Wells Fargo business line of credit, March 2007
- Figure 61: Citi Professional Card with Thank You Network from Citibank ,
May 2007
- Figure 62: Two Rivers Community Bank Print advertisement, November 2006
- Figure 63: Allsouth Professional Liability, Inc., September 2006
- Figure 64: Zurich Medical Practice insurance, October 2006
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