The report will enable subscribers to:

BOOST PROFITABILITY
Identify the strengths and weaknesses of your brand to adjust strategies, increase investor loyalty, retain assets and attract new clients

IDENTIFY NEW TARGETS
Identify investors who are ready-to-act and develop effective campaigns to get your firm in these investors’ consideration set and increase market share

TRACK COMPETITORS
Benchmark performance against your competitors to improve brand positioning

Methodology

• 4,000 US adults with investable assets of at least $100,000
• Web-based survey
• Stratified sample to allow for subgroup analysis by assets, age, generation, gender, distribution channel, advisor usage and other key variables

Subscription Details

Survey fielded: June–July 2018
Publication: October 2018
On-site strategy session: Starting November 2018

Deliverables:

• Printed summary report with key insights on affluent investor market
• On-site custom strategy session and custom presentation with up to two investor segments that provide a deep understanding of the market opportunities most relevant to your business strategy

Investment: $30,000