Mapped | Global Wealth by Region (2023-2028F) 💰

Some clients are more engaged than others. One investor might review their investment goals every quarter, while another may not have looked at their goals in over a year. As an advisor, how can you tailor your conversations to best support each client?

Morningstar’s latest investor engagement research can help. It revealed the factors most commonly associated with more engaged investors, such as an aggressive risk tolerance and high comfort making investment decisions.

Using Morningstar’s insights and example conversation starters, you can deepen relationships and better understand your clients.  

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