David M. Thompson
Affluent & Wealth
David Thompson brings over 25 years of market research and consulting expertise in financial services to Phoenix Marketing. Specializing in wealth management, David has a unique understanding of the trends affecting the affluent and high net worth investor markets today such as advisor relationships, segments and trends; lifestyles and attitudes; strength of customer relationships; confidence in markets and personal finances; differences in attitudes and behaviors by market segment; and online behaviors.
David has been instrumental in working with companies to create qualitative studies especially geared towards new product development in the wealth management space. He has led quantitative research studies including market segmentation, brand awareness, communication strategy, product development (choice modeling, demand estimation), loyalty and satisfaction, channel strategy, and consumer needs identification.
As a Vice President at NFO WorldGroup and as senior consultant at Spectrum Group, David directed custom and syndicated research in the wealth management sector. One of his main responsibilities was the Affluent Market Research Program, a leading syndicated research program for the affluent consumer market. David has held various senior positions in the field including directing the affluent strategic research for CIGNA Financial Advisors. David holds a graduate business degree from the University of Hartford and is a frequent speaker on wealth management subjects.