Wealthy Investor Series - Investor Behavior and Digital Technology: Communicating with Advisors and Providers

Technology, social media, and virtual communication have become daily influences on how investors live their lives. This has made it essential for advisors and providers to evolve and communicate through these new methods. As younger investors are utilizing financial advisors more and more there will be increasing need to communicate digitally and provide robust online platforms for these digitally savvy investors. Providers that propel into the future will be more likely to gain the business of these younger investors. This report reveals what social media platforms are being utilized by wealthy investors, how investors want to be educated, and what type of digital content resonates with them most. These insights provide a roadmap for providers and advisors when navigating the still new and future unchartered territories of the digital age.

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or Kathy Dordick at kdordick@spectrem.com