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Focus Groups

What are Dalbar's Focus Groups? Dalbar's Focus Groups allow companies to gather feedback on changes to statements and other communication documents with consumers and or advisors.

What components are offered as part of Dalbar's Focus Groups? Services may include any or all of the following:

  • Audience Recruitment
  • Facilities for Testing
  • Preparation of Dial Testing System (DTS)
  • DTS Equipment Daily Usage
  • Pre and Post Test Survey and Focus Group Development and Execution
  • Analysis & Recommendations
  • Model Statement Preparation
  • Reimbursement for Travel and Out of Pocket Expenses

What is the cost? The actual cost is based on the scope of the specific engagement. A discussion with a Dalbar representative is required to determine your firm’s needs and to provide a proposal with a price quote.


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