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What Our National Study Uncovered
Manage episode 505760062 series 2896155
المحتوى المقدم من Matt Reiner. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Matt Reiner أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Most advisors assume that affluent clients are confident, clear, and financially fulfilled. But after months of national research, I’ve uncovered something else entirely: a quiet crisis beneath the surface—one defined not by returns, but by disconnection, emotional uncertainty, and a lack of purpose-aligned planning.
In this episode of The FutureProof Advisor, I break down what this nine-month study revealed about the evolving expectations of high-net-worth clients. While 89% still believe in the importance of human advisors, they’re looking for more than portfolio reviews and performance metrics. They want help navigating the emotional weight of wealth, making better behavioral decisions, and finding clarity in what their money is for—not just what it earns.
Advisors who respond to this shift will differentiate fast. That means combining technological fluency with behavioral coaching, and shifting from performance-focused planning to purpose-driven guidance. This research is more than a report—it’s a challenge to rethink how we show up, connect, and lead.
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