Wealth Market Reports

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Wealthy Investor Series - Digital Technology and Financial Behaviors

Understand how clients use social media and how they can best be reached using those platforms. Gain insights into preferred platforms and consumption behavior.

Learn what social media outlets clients expect their financial advisor to use. Delineates social media and communication preferences and habits among investors, allowing advisors to adjust their own communication expectations accordingly. For questions or for more information, please fill out the form below.