The wealth management marketplace is competitive. Advisors are competing with peers as well as new technologies for client dollars. As fintech solutions begin to offer more and more features to investors, simply meeting investment needs may not be enough for advisors to secure client relationships. What can advisors do retain clients?
What's in the white paper?
In this white paper, we share how advisors can developing effective communications to retain affluent investor clients. You'll learn:
About the advisor-investor relationship
The number one thing (some) investors want from advisors
When, how and what clients want to hear from their advisor
Investor communication profiles by generation
The Internet of Things (IoT) market has tremendous potential and is highly competitive. This white paper will help companies better understand how to connect with consumers, accelerate growth and gain a competitive product development advantage.
What's in the report?
Based on results from our national consumer omnibus study, this white paper reveals:
An overview of how IoT is understood among consumers
Opportunities and barriers to IoT products
The potential role of and desire for government regulation
