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.

 

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