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Unlock the Mindset of Today's Affluent Investor

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Today's uncertain investment universe has proven to be ever dynamic, making it difficult to predict. The study sought to uncover how financial uncertainty is shaping affluent investors' activity, retirement planning, and the landscape of wealth management. Clarity around investor sentiment creates a stronger client connection and establishes trust, allowing the financial professional to drive greater impact and personalization at scale. Navigating Investor Sentiment SECTION 2 ©2023 Envestnet, Inc. and The Center for Generational Kinetics. All rights reserved. 9

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