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Understanding Today's US Investors: Are Your Customers Delegators, Validators, Self-Directed, Or Disengaged Investors?

October 2, 2019

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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 webinar highlights the four primary investor segments in the US and shares examples of how firms are using digital technologies now to better serve these segments.

Key takeaways:

  • Digital tools are key to winning over validators and self-directed investors.
  • The delegator segment will split over time as robo-advice evolves and attracts digitally savvy delegators.
  • The disengaged investor is a missed opportunity.

Target audience level: beginner and intermediate

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