One of the biggest shifts in attitudes toward investing is a foundational one: What is wealth? Why does it matter? What does it mean to be wealthy? Today’s investors have an altered view of all of these questions. That viewpoint affects everything from how willing people are to invest to where they want to eventually put their money. The baseline of what it used to mean to be “wealthy” has changed.
Today’s investment clients have new and different ideas about investing including how they want to invest, the type of financial goals they set, and what they expect from the client experience with their wealth management firm. Understanding how perspectives have shifted is imperative if advisors want to build meaningful relationships with clients and earn the trust that grows business.
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