|
Field
Planned Number of Observations
|
Before
We will email around 34,000 financial advisors in 5 email waves (only following up on those who have not yet answered the survey or who requested no more emails) within a period of 2 months. Any respondents who complete the survey after this period will still be included in the analysis.
Our main analysis includes participants who self-report as Certified Financial Planners (CFP) in our survey. If it turns out more than 10% of our sample are participants who are not CFPs, we expect to replicate the analysis, including them as well, as a robustness check.
We include in our analysis observations by participants who completed an entire part of the survey; the survey has a part with the decisions about risk and another with decisions about time. If a respondent did not complete a part entirely, we drop that respondent for that part, but if the same respondent did complete the other part in its entirety, we include that respondent's answers for that part they entirely completed. We do not exclude respondents based on missing data regarding their background information (e.g., gender, race, years working as a financial planner).
We recruit participants in the role of the client until we get 250 completed surveys. For analysis, we only use those who entered the sweepstakes, for which elicitations are monetarily incentivized.
|
After
We will email around 34,000 financial advisors in 5 email waves (only following up on those who have not yet answered the survey or who requested no more emails) within a period of 2 months. Any respondents who complete the survey after this period will still be included in the analysis.
Our main analysis includes participants who self-report as Certified Financial Planners (CFP) in our survey. If it turns out more than 10% of our sample are participants who are not CFPs, we expect to replicate the analysis, including them as well, as a robustness check.
We include in our analysis observations by participants who completed an entire part of the survey; the survey has a part with the decisions about risk and another with decisions about time. If a respondent did not complete a part entirely, we drop that respondent for that part, but if the same respondent did complete the other part in its entirety, we include that respondent's answers for that part they entirely completed. We do not exclude respondents based on missing data regarding their background information (e.g., gender, race, years working as a financial planner).
We recruit participants in the role of the client until we get 250 completed surveys. For analysis, we only use those who entered the sweepstakes, for which elicitations are monetarily incentivized. Moreover, the survey they complete has two repeated questions about the participant's characteristics to test their consistency and attention. We disregard participants in the role of client who give different responses in the two elicitations; in particular, we don't match them to a Financial Advisor.
We also discard participants who give nonsensical responses (e.g., having worked in their current job for 100 years).
|