Brie Williams, head of practice management at State Street Global Advisors, is addressing this challenge through her groundbreaking research, redefining the future of wealth management. Her research focuses on understanding the distinct needs of different investor segments, enabling personalized financial services to build stronger relationships and add greater value to clients' lives.
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.
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