• Understanding and Meeting the Unique Needs of Different Investor Segments

  • Aug 29 2024
  • Length: 45 mins
  • Podcast

Understanding and Meeting the Unique Needs of Different Investor Segments

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  • Summary

  • In the complex world of financial advising, one size doesn't fit all. The diversity among investors is vast, with hybrid investors, millennials, Gen X, and women each bringing unique preferences, concerns, and goals to the table. This presents a powerful yet perplexing challenge to financial advisors: how to tailor their services effectively to each group.

    Listen to our in-depth conversation with Brie as she shares the distinctive needs of four primary investor cohorts and her views on the digitization and personalization of financial advisory services.

    Additional resources:
    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/serving-diverse-investor-needs
    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
    Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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