An Opportunity within Reach: A Guide to Understanding Today's High-Net-Worth Investor
This guide, the first in a series of practical implementation guides, is meant to help you understand today’s HNW investors.
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What do high-net-worth (HNW) investors want from their advisors? How can you attract and advise them better? Envestnet teamed up with Wealth Management IQ for a survey to uncover answers. We explored the preferences of HNW investors and advisors who serve them. The survey aimed to pinpoint commonalities and distinctions among HNW investors of different ages and wealth levels. More information on the survey methodology can be found on page 10.
This guide, the first in a series of practical implementation guides, is meant to help you understand today’s HNW investors. It delves into how various groups interact with money and think about wealth. The guide provides insights and action steps you can take to tailor your communication and provide targeted investment solutions that align with individual needs.