Understand The Needs and Means of Today’s Consumers
Volatility in the economy has made some would-be clients more cautious, which presents new challenges for wealth management firms.
In this infographic, we provide the insights you need to understand the needs and means of your ideal prospects. Viewed through a lens of Claritas P$YCLE® Premier segmentation, we identify three high-opportunity segments and explore their financial attitudes and behaviors. Additionally, we share where they’re concentrated geographically, and provide pro tips on how to engage them effectively.