Do you know:
We do. Investors are uncertain, worried, and taking a more active role in managing their money. And, they’re ready to walk away if they aren’t satisfied—do you know what to do about it?
In the third edition of our Rebuilding Investor Trust research study, we’ve taken the deepest dive yet into the minds of affluent American investors. We’ve examined their changing financial goals, their biggest worries, how they really feel about their advisors, and what they’re hiding from you. No one knows for sure what the future holds, but our study will arm you with the insights you need to tackle it confidently and effectively.
Our research brings to light the most important issues for today’s affluent investors—and for the firms and advisors who serve them. Much more than a static snapshot, the study is packed with tangible answers and actionable recommendations for how to build better relationships, how to use technology smartly, and even what words and phrases are most appealing. Plus, our sample allows for nuanced segmentation—beyond just age and gender, we also break down the data by portfolio size and movement, investing style, political affiliation, and more.
Who’s hiding money from their advisors—and how much
How investors want to use social media and apps (if at all)
Verbatims from investors on designing the “ideal” advisor
The most appealing language for describing advisory services
Who’s most likely to walk away
Rebuilding Investor Trust is the result of a partnership between two industry experts with deep experience in financial services: Northstar Research Partners, a leading market research consultancy and 2011 ARF Grand Ogilvy Award winner, and Sullivan, a brand engagement firm and consistent BtoB Top Agency.
The study is being fielded in April 2012. The sample comprises 1,800 investors with at least $100,000 in investable assets outside workplace retirement plans, including:
For a fee of $23,500, your firm will receive:
Custom analysis and segmentation is also available for an additional fee.