A Modern Community of Investors
Today’s “modern community of investors” and their cultural nuances, preferences, and perspectives are driving changes in the financial services industry.
How can you, as an advisor, embrace these changes to better connect with an increasingly diverse community of investors?
Watch this episode of “Around the Table”for guidance from a diverse group of advisors who share helpful insights based on their own experiences and perspectives. Find out, for example, why you might need to change some wording on your standardized forms, or make other adjustments to come across as welcoming to the communities you want to engage with and support.