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        Practice management

        2024 Influential Investor Segment Study

        Find out how four investor segments whose influence is shaping the future of advice could be the key to unlocking growth for your practice.

        Get our exclusive eBook

        56% of advisors say their greatest challenge is client acquisition.¹ And industry disruption and consolidation only add to the difficulty. The good news? Growth opportunities await. The key: knowing what four fast-growing client segments want and positioning your practice to deliver.

        Get my copy

        Why these investors?

        This eBook offers robust data—key financial goals, investing trends, client service preferences, and more—on four client segments well positioned for growth:

        1
        Millennials

        These digital natives now represent the largest investor demographic. As they accumulate wealth, their service preferences will continue to redefine the wealth management experience.  

        2
        Gen Xers

        Like a case of middle-child syndrome, these investors are often overlooked and stressed. But they have a pressing need for tailored guidance to prioritize their long list of competing financial demands.

        3
        Women

        Now controlling one-third of global wealth, women have become a powerful force in the world’s economy. With women in the driver’s seat, it’s important to know what women investors want—from selection to service preferences.  

        4
        Hybrid investors

        This fast-growing segment leans into the duality of personalized human advice and the convenience and cost-effectiveness of direct investing. And they’re looking for a seamless integration of the two.

        Future-proof your practice

        The findings from our 2024 Influential Investor Segment Study can help you:

        Refine your strategy

        Develop a strategy to focus on client segments positioned for growth.

        Enhance the client experience

        Cater your practice’s approach to what today’s investors are looking for.

        Attract, service, and retain

        Build trust by aligning your messaging and offerings to the long-term goals of these influential client segments.

        Client segmentation: The secret to long-term advisory growth

        How can client segmentation help you better understand your clients’ needs and preferences so you can best tailor your offerings?

        Find out

        Explore investor insights by segment

        More practice management insights

        Level up your practice management skills with research, insights, and services that can help you streamline operations and take your business to new heights.

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        Propel your practice forward

        We offer guidance and research on topics like strategic planning, client acquisition, and research to help you scale your business. Let's talk about what's possible.

        Contact us

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        This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement, available at ssga.com, before deciding whether to acquire or continue to hold the Funds. Target Market Determinations can also be found at ssga.com.  This material should not be considered a solicitation to buy or sell a financial product or security. 

         

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