Report

Win Over Delegators With Reliable Financial Advice

Segmenting US Investors: Reassure Delegators And Enable Their Advisors With Advanced Digital Technologies
August 6th, 2019
With Contributors:
Piers Conway
and Sam Bartlett

Summary

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 m

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