AMERICANS WANT FINANCIAL ADVICE

The trends creating demand for financial advice and how advisors can take advantage.

lead gen

Times of flux bring opportunity. In today’s current economic landscape, the investing public needs advice to navigate accelerating change from four main macro trends:

  1. Shifts across different generations are creating unique opportunities
  2. Regulatory changes, while painful for advisors, have created greater investor trust in the industry1
  3. Clients’ needs are becoming increasingly complex
  4. Technology has enabled investor access to more information, but it could be causing information overload

In this white paper, we take a deep dive into each of these factors and offer suggestions for seizing the opportunity at hand.

Distributors and product providers take note: ready-to-act investors are more trusting of the industry and confident in their knowledge of investing and fees. The majority of investors with purchase intent require a greater level of sophistication in marketing outreach and messaging, as their needs go beyond the basic concepts of investing.

1Market Strategies International, Cogent Wealth Reports, “Investor Brand BuilderTM: Maximize Purchase Intent Among Investors and Expand Client Relationships,” November 2017. For Advisor Use Only. Not for use with the public.

Download The White Paper