ShareOne ReviewsInterview data
Financial Services: outcome and timeframe data from 24 interviews
Across 24 recorded interviews about financial services from 12 organisations: more confidence in the decision was the most commonly volunteered theme, appearing in 6 interviews. Of the 4 who gave a timeframe, the largest group said over a year. These are volunteered themes from open-ended interviews, not success rates, estimates, or survey responses.
Recorded 2024-06-19 to 2026-08-05 across 12 organisations. How these counts are produced.
Changes customers chose to talk about: Financial Services
Based on 24 open-ended customer interviews. These are themes people mentioned without being asked to rate every possible outcome. If someone did not mention a change, that does not mean it did not happen.
| Volunteered theme | Interview mentions |
|---|---|
| more confidence in the decision | 6 |
| clearer systems and processes | 6 |
| more clients, leads or patients | 4 |
| better family or relationship life | 3 |
| feeling heard and supported by the provider | 2 |
| improved mood, anxiety or stress | 1 |
| improved movement or mobility | 1 |
| more energy through the day | 1 |
| sharper focus or mental clarity | 1 |
| revenue or income growth | 1 |
| team, hiring or delegation wins | 1 |
Time to first change — Financial Services
Counts only the 4 of 24 interviews in which the person gave a timeframe.
| Row | Interviews | Share |
|---|---|---|
| Over a year | 4 of 4 | 100% |
Interviews by organisation — Financial Services
Where the interviews in this topic were recorded.
| Row | Interviews | Share |
|---|---|---|
| Panic proof retirement | 8 of 24 | 33% |
| Mortgage Professional Associates | 5 of 24 | 21% |
| Quik! | 2 of 24 | 8% |
| Darren Frank | 1 of 24 | 4% |
| Simple Solutions Financial Services, LLC | 1 of 24 | 4% |
| CrossCountry Mortgage | 1 of 24 | 4% |
| Book Launchers | 1 of 24 | 4% |
| Peak Launch (formerly Gapin Institute) | 1 of 24 | 4% |
| CorpStrat - Corporate Strategies Inc | 1 of 24 | 4% |
| Custom Box Agency | 1 of 24 | 4% |
| Karen Davis Coaching | 1 of 24 | 4% |
| Salezilla | 1 of 24 | 4% |
Interviews recorded by year — Financial Services
The year the interview was recorded, not the year it was published.
| Row | Interviews | Share |
|---|---|---|
| 2024 | 1 of 20 | 5% |
| 2025 | 9 of 20 | 45% |
| 2026 | 10 of 20 | 50% |
Subjects raised alongside Financial Services
Other topics the same interviews were tagged with.
| Row | Interviews | Share |
|---|---|---|
| Retirement planning | 8 of 24 | 33% |
| Career Transition | 5 of 24 | 21% |
| Professional Growth | 3 of 24 | 13% |
| Leadership Development | 2 of 24 | 8% |
| Business Consulting | 1 of 24 | 4% |
| Scaling | 1 of 24 | 4% |
| Retiree | 1 of 24 | 4% |
| Mentorship | 1 of 24 | 4% |
| Book publishing | 1 of 24 | 4% |
| Accountability | 1 of 24 | 4% |
| Brand Building | 1 of 24 | 4% |
| Men's health | 1 of 24 | 4% |
Use this data
These tables are free to quote and republish with attribution to ShareOne Reviews and a link back to this page. A plain-text version is at /data/financial-services.md.