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Strategic Vision is a research-based consultancy that helps companies understand human behavior and decision-making patterns in any market or field. Leveraging the best methodology in the industry and ValueCentered Psychology, we help our clients to truly know their current and potential customers so they can tailor products and messaging to a targeted audience, secure competitive advantage, and achieve success. Already recognized as one of the most influential research-based consultancies in the automotive industry – with its comprehensive and large-scale quantitative and qualitative studies of millions of new car buyers and prominent industry clients like BMW, Mercedes-Benz, Fiat/Chrysler, and Tesla – Strategic Vision has grown to provide advisory services to a wide variety of industries from automotive to healthcare to education. ● New Vehicle Experience Study (NVES) – provides the richest, most actionable data set in the industry ● Customer Experience Impact (CEI) – gives automotive manufacturers and suppliers rapid insight into the vehicle attributes and consumer experiences that drive loyalty ● Ride-Hail Experience Study (RHES) – examines the experience that people have with ride-hailing services ● Strategic Window – delivers an online platform that allows clients to see survey results in real time ● One Button Solution – accesses a comprehensive set of live data We have developed tools that measure decision-making, human behavior, attitudes, and perceptions that generate the most comprehensive, integrated, and actionable dataset on consumers in the marketplace. Cited as a subject matter expert in the national press, Strategic Vision is featured prominently and frequently in publications such as the Wall Street Journal, USA Today, the Detroit News, and the Washington Times. To learn more about the expanding products and services offered at Strategic Vision, please contact us. ● 858-576-7141 ● info@strategicvision.com

At Global Planning Partners, our collaborative efforts with independent agents aim to empower individuals to lead their optimal lives. We offer invaluable insurance products and seamless services that deliver stability, comfort, and security, addressing the dynamic needs of our clients. Situated in South Florida, we work closely with our advisers to provide life, disability, business insurance, as well as auto and homeowners coverage on a national level.

We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax coordination. At IPG, we act as your Personal CFO - bringing together all the moving parts of your financial life so you can make clearer, more confident decisions. Our planning approach is fully integrated. Instead of working in silos, we coordinate investments, retirement strategy, tax planning, and cash flow into one connected plan supported by a team of advisors, planners, and tax professionals. We work with clients across life stages, from building wealth to preparing for and living in retirement, with a focus on long-term relationships, not transactions. “Innovative Planning” means there is no one-size-fits-all strategy. Every plan is tailored, intentional, and designed to evolve as your life does. If you’re looking for a more coordinated approach to your financial life, we’d be glad to connect. Follow along or reach out to start a conversation. Securities are offered through LPL Financial, Member SIPC www.sipc.org. Investment advice is offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Innovative Planning are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.innovativeplanning.com Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.