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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.

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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:

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.

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