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Win Over Disengaged Investors With Affordable Retirement Plans

Segmenting US Investors: Reduce Disengaged Investors' Need To Make Decisions And Offer Affordable Financial Advice

August 6, 2019


Why Read This Report

Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors. This report provides insight on how to win over disengaged investors, who have traditionally been unable to afford financial advice but can benefit from automated investing.

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Table of Contents

  • Disengaged Investors Either Can't Or Won't Take Action
  • Offer Affordable Retirement Planning With Financial Education
  • Recommendations

  • Use Our Investor Segmentation To Guide Your Business Strategy
  • Supplemental Material
  • Related Research Documents

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