Investor of the Future: The Quest for Tomorrow’s Affluent Clients Starts Today

Investor of the Future: The Quest for Tomorrow’s Affluent Clients Starts Today

A look ahead at the new face of wealth—and ideas for engaging the investor of the future today.

Client demographics are shifting beneath advisors' feet and new pockets of affluence have emerged. Pershing reveals the next potential market opportunities for advisors—and shows how you can start engaging them today.

Pershing's Investor of the Future: The Quest for Tomorrow's Affluent Clients Starts Today offers an eye-opening reality check, comparing advisors' current clients and market perceptions with actual U.S. Census data on rising affluent populations. It explores:

  • The single biggest opportunity that advisors overlook
  • Why advisors target business owners—and whether they still should
  • How women advisors are leading the charge for change
  • Building teams to look like your future clients
  • Best practices tips from top-performing firms
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Audience: Advisors, Broker-Dealers, Investment Managers, Registered Investment Advisors, Wealth Managers