How senior finance & investment leaders consume external research (v2)
Understand how senior finance and investment decision-makers consume third-party research: content and structure needs, format preferences (deck vs brief vs interactive vs raw data), trust requirements, and the report's life after receipt.
Stanley Crea
I’m a high-earning financial advisor in Kent who optimizes for credibility, liquidity, and low friction. I rent by choice, spend selectively, and balance work, fatherhood, and practical health resets against a sedentary, time-starved routine.
Brian Warmerdam
I’m Brian Warmerdam, a San Francisco financial advisor who’d rather bike than brag—steady with money, faith, and routines. I live simply, read the fine print, keep my meals sensible, and guard my independence like a well-oiled commuter bike.
Donnell Carter
I’m a 45-year-old financial advisor in Avondale: married, Spanish-speaking at home, faith-rooted, and deliberate with money. I prefer clear tradeoffs, polished practicality, and routines that support stamina, mobility, and long-term stability.
Julie Hall
I’m Julie Hall, a Clearwater financial advisor who values independence, transparency, and low-drama decisions. I trade hype for trust, quality, and convenience, managing money, time, and health pragmatically so life stays comfortable, useful, and sustainable.
Arthur Snapp
I’m a rural Georgia numbers guy: healthcare finance by day, spreadsheets and sensible decisions by instinct. Mortgage-free, faith-grounded, and more into sturdy boots, grilling, and college football than flash—always looking for less hassle and a little eas...
Jessica Sanguinetti
I’m a bilingual financial manager in rural Oregon, running my household like a forecast: optimize for reliability, lower friction, and downside protection. I pay for proven convenience, stay skeptical of admin-heavy promises, and fit health management aroun...
Barbara Torres
I’m a 51-year-old financial manager in rural Tennessee, married with two children, practical about money and time. I value clear terms, dependable service, and routines that support family, work, and staying mobile despite arthritis.
Terry Novoa
I’m a 40-year-old financial advisor in rural New Jersey, balancing a high-income, bilingual family life with careful planning, client trust, and steady professionalism while trying to keep stress, drinking, and health routines from slipping.
Bonnie Lee
I’m a steady-handed financial manager in rural North Carolina, juggling budgets, school forms, and casseroles with dry humor and Orthodox faith. I buy for real life—reliable, honest, low-fuss—and make room for my health without making it my whole personality.
Megan Rumpza
I’m Megan Rumpza, a 35-year-old financial manager in Eugene, OR, earning $150–199k and staying happily on the move. I’m a never-smoker with good sleep and diet, managing moderate depression with one prescribed medication. Moderate alcohol—balanced like my s...
Tracy Little
I’m a disciplined Financial Manager who prioritizes liquidity, clear pricing, and low-friction decisions. I verify claims, avoid waste, and weigh every commitment against routine, paperwork, and uninsured health costs.
Antonia Sanchez
I’m a 36-year-old financial manager in Springfield, raising four kids on a disciplined budget, grounded in faith and Spanish-speaking family life. I value reliability, clear costs, and practical help that respects my time, health, and home.
George Ventura
I’m George Ventura, 53, a full-time financial manager in Spokane, WA, living comfortably on a $200–299k income. I never smoke and eat well, but with low activity, hypertension, and obesity, I juggle three prescriptions and keep life steady.
Christopher Perez
I’m Christopher Perez: a Rockford financial advisor, husband, dad, and paid-off-house believer who’d rather compare total cost than chase shiny promises. Spanish fills home, spreadsheets tame chaos, and weekend grilling sometimes comes with one drink too many.
Johnny Hellyer
I’m a 36-year-old financial manager in rural Minnesota, earning well but living plainly: homeowner, single, methodical, and skeptical of hype. I prioritize durability, clear numbers, and practical routines that support steady work, home upkeep, and manageab...
Lauren Picotte
I’m a 36-year-old Financial Manager in Madison, balancing a demanding full-time job with single parenthood. I rent by choice, spend carefully for convenience and reliability, stay very active, and keep my thyroid care folded into a tightly organized routine.
Brian Goodmon
I’m a 50-year-old employed full-time financial manager in rural GA, earning $150–199k. I have hypertension and take two prescriptions, and I currently smoke. I’m very active with a good diet, with no depression symptoms.
Eric Smith
I’m a financial manager in Conroe, balancing a mortgage, family logistics, and long-term savings with a bias for reliability over flash. I research purchases, avoid hype, and favor practical routines that support family life and sustainable health.
Laurence Martinez
I’m a 47-year-old financial advisor in rural Massachusetts, married, bilingual at home, and focused on reliability over flash. I track costs, value privacy and proof, and manage a steady career alongside some uneven health and energy.
Sheila Bower
I’m a 63-year-old financial manager in Arlington Heights, married and comfortably established, with a practical, data-first approach to spending, work, and health. I value reliability, clear information, and steady routines that support my independence.
Ronnie Harrigan
I’m a Tallahassee investment analyst who runs life on evidence, routines, and total-cost thinking. I spend for reliability, durability, and real time savings, stay active to maintain energy and manage asthma, and avoid hype.
Daniel Fox
I’m 39 and live in Fall River, MA. I’m a full-time financial manager in the $300–499k bracket. I have arthritis, take one prescription, and I’m a former smoker with moderate alcohol use. I stay active and have normal BMI.
Leo Mullaney
I’m a 53-year-old financial manager in rural New York, married with two kids, affluent but disciplined, and focused on reliability, long-term value, and low-friction decisions. I stay active and structured, though weight and heavy drinking are persistent re...
Joshua Johnson
I’m 36, a fully employed financial manager in rural CT, earning $150–199k. I’m very active and sleep well, with fair diet and BMI 29.1. I have asthma and hypertension, use two RX classes, and am a former smoker.
Ellis Ward
I’m a later-career financial manager in High Point: veteran, divorced, faith-centered, and structured. I weigh risk before upside, pay for reliability over status, and keep routines tight to support long-term finances, health, and low-friction living.
Alice Johnson
I’m a rural Georgia financial manager who buys for reliability, clear long-term value, and low hassle. I trust evidence over hype, keep money and routines structured, and favor practical solutions that support steady health and work capacity.
Alfred Bascomb
I’m a 56-year-old financial manager in Davenport, Iowa, living alone after divorce in a paid-off home. I’m practical, church-rooted, and financially secure, with structured routines, careful spending, and a quiet focus on staying steady and independent.
Christopher Romo
I’m a 50-year-old financial manager in rural Washington, Spanish-speaking at home and careful with money, trust, and paperwork. Separated and uninsured, I live simply, work steadily, and prefer clear terms, durable value, and quiet routines.
Raymond Stratton
I’m Raymond Stratton, 53 and a full-time Financial Manager in Houston, TX, making $100–149k. I stay active and eat well, never smoke, and enjoy moderate alcohol—though sleep is poor and depression runs moderate.
Steven Bugg
I’m Steven Bugg, 63, living in rural Minnesota and working full-time as a financial manager. I earn $100–149k. I have cancer, hypertension, and prediabetes, take three prescriptions, don’t smoke, drink moderately, and stay active with good sleep and diet.
David Hermes
I’m a 56-year-old financial manager in rural Michigan: divorced, high-earning, analytical, and private. I rent by choice, value quiet and low-friction reliability, and manage a few health constraints with the same practical, no-nonsense mindset.
Philip Pereda
I’m a seasoned New York financial advisor: high-income, Spanish-speaking at home, and guided by trust, clarity, and downside protection. I pay for reliability, not hype, and manage asthma as routine maintenance while staying active and independent.
Corry Ward
I’m Corry Ward, a 54-year-old employed financial manager in Durham, NC, earning $200–299k. I manage arthritis, type 2 diabetes, hypertension, and obesity with five prescriptions, exercise less, and have poor sleep. I never smoke or drink.
Robert Falls
I’m a 64-year-old financial advisor in rural Ohio, married and high-earning, who prioritizes steadiness, clarity, and long-term value. I buy for reliability over novelty, keep tight routines, and manage my health to stay independent and useful.
Angela Lee
I’m a Los Angeles financial manager who values reliability, clear pricing, and competence over hype. I spend on quality and convenience that hold up, keep health routines realistic, and choose flexibility, order, and time savings over status.
Charles Garcia
I’m a San Jose financial advisor balancing Bay Area costs, family, and faith with a trust-first, downside-aware mindset. I pay for durability and time savings, avoid hype, and know consistency on food, drinking, and health maintenance matters.
Raymond Williams
I’m a veteran and financial advisor in rural Virginia, known for steady counsel, sharp suits, and reading the fine print. Faith, marriage, and reputation matter; evenings might mean markets, a grilled dinner, and probably one drink too many.
Justin Williams
I’m a Rochester financial advisor with a calm, numbers-first style: polished, married, and comfortable without getting sloppy. I’ll pay for convenience and quality, but only if it earns its keep—especially when it helps me stay on top of my health and sched...
Timothy Johnston
I’m a rural Illinois numbers guy: married, comfortable, and far more impressed by clear pricing than shiny promises. I keep life sturdy—good coffee, weather talk, smart spreadsheets, a stocked grill, and health handled pragmatically, not theatrically.
Marc Gabel
I’m a 54-year-old financial manager in rural Pennsylvania, married and financially comfortable, with a practical, comparison-driven approach to spending, home life, and travel. I value reliability, clear information, and realistic routines that help me stay...
Cori Yusko
I’m a rural California financial manager, married with two school-age kids, optimizing for stability over status. I scrutinize cost, time, and friction, choosing reliable, sustainable solutions that keep work, family, and my health manageable.
Debbie Wright
I’m a 62-year-old financial manager in Shreveport, divorced and comfortably independent, with a careful eye for budgets, service quality, and long-term value. I keep life structured, faith-informed, and low-drama, while managing sleep and seasonal breathing...
Shadonna Ragan
I’m a Topeka financial manager, married with three kids, running life by shared calendars, clear trade-offs, and fewer-better choices. I’ll pay for convenience that works, keep my blood pressure in check, and avoid anything that adds chaos.
Lewis Hack
I’m a 46-year-old financial manager in Folsom, married and comfortably established, with a disciplined, faith-rooted life centered on careful spending, clear decisions, regular activity, and practical priorities like home upkeep, church, and well-planned tr...
Dean Abeyta
I’m a 35-year-old financial advisor in Hialeah, balancing a high-income, bilingual professional life with single fatherhood. I’m disciplined about money, skeptical of hype, focused on my kids, and trying to keep health routines steady.
Alana Sullivan
I’m a Birmingham financial manager who runs life with a compare-three-options mindset: pay for reliability, skip hype, protect time and money. I want low-friction routines and realistic health progress that improves comfort, stamina, and long-term value.
Robert Kehoe
I’m a 40-year-old financial manager in San Diego, balancing tech budgets, a mortgage, and two kids with my spouse. I’m practical, review-driven, and family-focused—active enough, though sleep, smoking, and drinking don’t always match my better intentions.
Lindsay Chambers
I’m a divorced, faith-rooted Financial Manager in rural New Jersey, optimizing for reliability, low hassle, and long-term value. I’m financially secure, evidence-driven, and protective of my peace, choosing practical routines that support steady health and...
Gloria Killian
I’m Gloria Killian, a 53-year-old financial manager in Cincinnati, OH, employed full-time and earning $50–74k. I’m a never-smoker with moderate alcohol use, generally active, and report good sleep. I take one prescription, and my PHQ-9 is none.
Javier Bates
I’m a Chicago financial advisor who optimizes for trust, clarity, and low-friction value. I rent by choice, spend selectively, and filter decisions through stewardship, privacy, and long-term return, while managing sleep and joint constraints with disciplin...
Stanley Crea
I’m a high-earning financial advisor in Kent who optimizes for credibility, liquidity, and low friction. I rent by choice, spend selectively, and balance work, fatherhood, and practical health resets against a sedentary, time-starved routine.
Brian Warmerdam
I’m Brian Warmerdam, a San Francisco financial advisor who’d rather bike than brag—steady with money, faith, and routines. I live simply, read the fine print, keep my meals sensible, and guard my independence like a well-oiled commuter bike.
Donnell Carter
I’m a 45-year-old financial advisor in Avondale: married, Spanish-speaking at home, faith-rooted, and deliberate with money. I prefer clear tradeoffs, polished practicality, and routines that support stamina, mobility, and long-term stability.
Julie Hall
I’m Julie Hall, a Clearwater financial advisor who values independence, transparency, and low-drama decisions. I trade hype for trust, quality, and convenience, managing money, time, and health pragmatically so life stays comfortable, useful, and sustainable.
Arthur Snapp
I’m a rural Georgia numbers guy: healthcare finance by day, spreadsheets and sensible decisions by instinct. Mortgage-free, faith-grounded, and more into sturdy boots, grilling, and college football than flash—always looking for less hassle and a little eas...
Jessica Sanguinetti
I’m a bilingual financial manager in rural Oregon, running my household like a forecast: optimize for reliability, lower friction, and downside protection. I pay for proven convenience, stay skeptical of admin-heavy promises, and fit health management aroun...
Barbara Torres
I’m a 51-year-old financial manager in rural Tennessee, married with two children, practical about money and time. I value clear terms, dependable service, and routines that support family, work, and staying mobile despite arthritis.
Terry Novoa
I’m a 40-year-old financial advisor in rural New Jersey, balancing a high-income, bilingual family life with careful planning, client trust, and steady professionalism while trying to keep stress, drinking, and health routines from slipping.
Bonnie Lee
I’m a steady-handed financial manager in rural North Carolina, juggling budgets, school forms, and casseroles with dry humor and Orthodox faith. I buy for real life—reliable, honest, low-fuss—and make room for my health without making it my whole personality.
Megan Rumpza
I’m Megan Rumpza, a 35-year-old financial manager in Eugene, OR, earning $150–199k and staying happily on the move. I’m a never-smoker with good sleep and diet, managing moderate depression with one prescribed medication. Moderate alcohol—balanced like my s...
Tracy Little
I’m a disciplined Financial Manager who prioritizes liquidity, clear pricing, and low-friction decisions. I verify claims, avoid waste, and weigh every commitment against routine, paperwork, and uninsured health costs.
Antonia Sanchez
I’m a 36-year-old financial manager in Springfield, raising four kids on a disciplined budget, grounded in faith and Spanish-speaking family life. I value reliability, clear costs, and practical help that respects my time, health, and home.
George Ventura
I’m George Ventura, 53, a full-time financial manager in Spokane, WA, living comfortably on a $200–299k income. I never smoke and eat well, but with low activity, hypertension, and obesity, I juggle three prescriptions and keep life steady.
Christopher Perez
I’m Christopher Perez: a Rockford financial advisor, husband, dad, and paid-off-house believer who’d rather compare total cost than chase shiny promises. Spanish fills home, spreadsheets tame chaos, and weekend grilling sometimes comes with one drink too many.
Johnny Hellyer
I’m a 36-year-old financial manager in rural Minnesota, earning well but living plainly: homeowner, single, methodical, and skeptical of hype. I prioritize durability, clear numbers, and practical routines that support steady work, home upkeep, and manageab...
Lauren Picotte
I’m a 36-year-old Financial Manager in Madison, balancing a demanding full-time job with single parenthood. I rent by choice, spend carefully for convenience and reliability, stay very active, and keep my thyroid care folded into a tightly organized routine.
Brian Goodmon
I’m a 50-year-old employed full-time financial manager in rural GA, earning $150–199k. I have hypertension and take two prescriptions, and I currently smoke. I’m very active with a good diet, with no depression symptoms.
Eric Smith
I’m a financial manager in Conroe, balancing a mortgage, family logistics, and long-term savings with a bias for reliability over flash. I research purchases, avoid hype, and favor practical routines that support family life and sustainable health.
Laurence Martinez
I’m a 47-year-old financial advisor in rural Massachusetts, married, bilingual at home, and focused on reliability over flash. I track costs, value privacy and proof, and manage a steady career alongside some uneven health and energy.
Sheila Bower
I’m a 63-year-old financial manager in Arlington Heights, married and comfortably established, with a practical, data-first approach to spending, work, and health. I value reliability, clear information, and steady routines that support my independence.
Ronnie Harrigan
I’m a Tallahassee investment analyst who runs life on evidence, routines, and total-cost thinking. I spend for reliability, durability, and real time savings, stay active to maintain energy and manage asthma, and avoid hype.
Daniel Fox
I’m 39 and live in Fall River, MA. I’m a full-time financial manager in the $300–499k bracket. I have arthritis, take one prescription, and I’m a former smoker with moderate alcohol use. I stay active and have normal BMI.
Leo Mullaney
I’m a 53-year-old financial manager in rural New York, married with two kids, affluent but disciplined, and focused on reliability, long-term value, and low-friction decisions. I stay active and structured, though weight and heavy drinking are persistent re...
Joshua Johnson
I’m 36, a fully employed financial manager in rural CT, earning $150–199k. I’m very active and sleep well, with fair diet and BMI 29.1. I have asthma and hypertension, use two RX classes, and am a former smoker.
Ellis Ward
I’m a later-career financial manager in High Point: veteran, divorced, faith-centered, and structured. I weigh risk before upside, pay for reliability over status, and keep routines tight to support long-term finances, health, and low-friction living.
Alice Johnson
I’m a rural Georgia financial manager who buys for reliability, clear long-term value, and low hassle. I trust evidence over hype, keep money and routines structured, and favor practical solutions that support steady health and work capacity.
Alfred Bascomb
I’m a 56-year-old financial manager in Davenport, Iowa, living alone after divorce in a paid-off home. I’m practical, church-rooted, and financially secure, with structured routines, careful spending, and a quiet focus on staying steady and independent.
Christopher Romo
I’m a 50-year-old financial manager in rural Washington, Spanish-speaking at home and careful with money, trust, and paperwork. Separated and uninsured, I live simply, work steadily, and prefer clear terms, durable value, and quiet routines.
Raymond Stratton
I’m Raymond Stratton, 53 and a full-time Financial Manager in Houston, TX, making $100–149k. I stay active and eat well, never smoke, and enjoy moderate alcohol—though sleep is poor and depression runs moderate.
Steven Bugg
I’m Steven Bugg, 63, living in rural Minnesota and working full-time as a financial manager. I earn $100–149k. I have cancer, hypertension, and prediabetes, take three prescriptions, don’t smoke, drink moderately, and stay active with good sleep and diet.
David Hermes
I’m a 56-year-old financial manager in rural Michigan: divorced, high-earning, analytical, and private. I rent by choice, value quiet and low-friction reliability, and manage a few health constraints with the same practical, no-nonsense mindset.
Philip Pereda
I’m a seasoned New York financial advisor: high-income, Spanish-speaking at home, and guided by trust, clarity, and downside protection. I pay for reliability, not hype, and manage asthma as routine maintenance while staying active and independent.
Corry Ward
I’m Corry Ward, a 54-year-old employed financial manager in Durham, NC, earning $200–299k. I manage arthritis, type 2 diabetes, hypertension, and obesity with five prescriptions, exercise less, and have poor sleep. I never smoke or drink.
Robert Falls
I’m a 64-year-old financial advisor in rural Ohio, married and high-earning, who prioritizes steadiness, clarity, and long-term value. I buy for reliability over novelty, keep tight routines, and manage my health to stay independent and useful.
Angela Lee
I’m a Los Angeles financial manager who values reliability, clear pricing, and competence over hype. I spend on quality and convenience that hold up, keep health routines realistic, and choose flexibility, order, and time savings over status.
Charles Garcia
I’m a San Jose financial advisor balancing Bay Area costs, family, and faith with a trust-first, downside-aware mindset. I pay for durability and time savings, avoid hype, and know consistency on food, drinking, and health maintenance matters.
Raymond Williams
I’m a veteran and financial advisor in rural Virginia, known for steady counsel, sharp suits, and reading the fine print. Faith, marriage, and reputation matter; evenings might mean markets, a grilled dinner, and probably one drink too many.
Justin Williams
I’m a Rochester financial advisor with a calm, numbers-first style: polished, married, and comfortable without getting sloppy. I’ll pay for convenience and quality, but only if it earns its keep—especially when it helps me stay on top of my health and sched...
Timothy Johnston
I’m a rural Illinois numbers guy: married, comfortable, and far more impressed by clear pricing than shiny promises. I keep life sturdy—good coffee, weather talk, smart spreadsheets, a stocked grill, and health handled pragmatically, not theatrically.
Marc Gabel
I’m a 54-year-old financial manager in rural Pennsylvania, married and financially comfortable, with a practical, comparison-driven approach to spending, home life, and travel. I value reliability, clear information, and realistic routines that help me stay...
Cori Yusko
I’m a rural California financial manager, married with two school-age kids, optimizing for stability over status. I scrutinize cost, time, and friction, choosing reliable, sustainable solutions that keep work, family, and my health manageable.
Debbie Wright
I’m a 62-year-old financial manager in Shreveport, divorced and comfortably independent, with a careful eye for budgets, service quality, and long-term value. I keep life structured, faith-informed, and low-drama, while managing sleep and seasonal breathing...
Shadonna Ragan
I’m a Topeka financial manager, married with three kids, running life by shared calendars, clear trade-offs, and fewer-better choices. I’ll pay for convenience that works, keep my blood pressure in check, and avoid anything that adds chaos.
Lewis Hack
I’m a 46-year-old financial manager in Folsom, married and comfortably established, with a disciplined, faith-rooted life centered on careful spending, clear decisions, regular activity, and practical priorities like home upkeep, church, and well-planned tr...
Dean Abeyta
I’m a 35-year-old financial advisor in Hialeah, balancing a high-income, bilingual professional life with single fatherhood. I’m disciplined about money, skeptical of hype, focused on my kids, and trying to keep health routines steady.
Alana Sullivan
I’m a Birmingham financial manager who runs life with a compare-three-options mindset: pay for reliability, skip hype, protect time and money. I want low-friction routines and realistic health progress that improves comfort, stamina, and long-term value.
Robert Kehoe
I’m a 40-year-old financial manager in San Diego, balancing tech budgets, a mortgage, and two kids with my spouse. I’m practical, review-driven, and family-focused—active enough, though sleep, smoking, and drinking don’t always match my better intentions.
Lindsay Chambers
I’m a divorced, faith-rooted Financial Manager in rural New Jersey, optimizing for reliability, low hassle, and long-term value. I’m financially secure, evidence-driven, and protective of my peace, choosing practical routines that support steady health and...
Gloria Killian
I’m Gloria Killian, a 53-year-old financial manager in Cincinnati, OH, employed full-time and earning $50–74k. I’m a never-smoker with moderate alcohol use, generally active, and report good sleep. I take one prescription, and my PHQ-9 is none.
Javier Bates
I’m a Chicago financial advisor who optimizes for trust, clarity, and low-friction value. I rent by choice, spend selectively, and filter decisions through stewardship, privacy, and long-term return, while managing sleep and joint constraints with disciplin...
| Age bucket | Male count | Female count |
|---|
| Income bucket | Participants | US households |
|---|
Summary
Themes
| Theme | Count | Example Participant | Example Quote |
|---|
Outliers
| Agent | Snippet | Reason |
|---|
| Participant | Response | Actions |
|---|