Understanding Wealth Management and Social Across Generations
May 23, 2012 § 1 Comment
May 22, 2012 Over the next couple of months I get to embark on a really cool project – conducting primary market research on how generations use digital channels differently around wealth management. I am working with one of the best market research companies – Definitive Insights – and have an opportunity to explore a really interesting topic. Accenture is sponsoring the research and behind its mission.
Here are the key drivers of our research:
- How do members of the millennial generation think about the role of digital (and social) channels when it comes to the financial decisions?
- What impact might the above have on financial advisors given the way they interact with their clients today?
We are still ruminating on the main themes, but we have a good outcome in mind. Namely, how to make the adivsor-client experience more relevant.
I believe this research is well timed and important to the future of the advice-led wealth management industry.
If anyone reading has any suggestions…fire away! If you want to participate in this research in any way, please reach out.