Are you empathetic enough for the new pandemic reality of customers?


    The largest change is found in mid-career women between the ages of 44 and 55. You can be single or have goals. Perhaps they want to rebuild their wealth after a warlike change. Perhaps they would like to support their children through school or by buying a house for the first time. Or they want to make sure that they save enough even as they adjust their lifestyle as their careers progress. Some may have been investing for years, but now want to know more or concern themselves with their finances.

    “They are now considering more aggressive ways of considering either early retirement or wealth growth, so they are considering investment opportunities outside of their traditional vehicles, which is fun,” Wagner said. While they may be more interested in real estate, they are also considering other sectors like technology.

    “They also need to rethink their risk tolerance at a time in life when they may not have foreseen this change,” she added. “Now you have to take a little more risk to get a little more return.”

    Meanwhile, millennials may get married and have children later, but also request financial plans that are not investment-specific. While they still need a really robust digital platform, they are also willing to take a holistic view of their financial situation than they may have been before the pandemic.

    “We see that families plan very differently than they did two years ago,” said Wagner. “You want to go deeper and look at a wider range of self-help. They want to make sure they are considering funding in conjunction with every other avenue of their life and have a holistic plan as some of them did not expect market uncertainty. “


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