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Don’t Go Changing Self-directed Investors
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DIY Investors Live in a Constant State of Uncertainty and That’s OK
A client recently commented to me that self-directed investors are more challenging to serve. Representing only one-third of all affluent investors, these do-it-yourselfers neither work with traditional financial advisors nor use advice from other sources including distributors and asset managers. A look at investor sentiment during the market volatility in Q1 2018 sheds some light on key differences in the self-directed investor’s mindset compared with the traditionally advised (those currently working with a financial advisor).
Overall, affluent investors started 2018 with optimism and hope in the current investing environment. Yet concern about inflation and the impact of trade sanctions began in late January. Financial advisors, asset managers and distributors all dusted off and updated their market volatility messaging and outreach in anticipation of negative market action. Following February’s 10% correction in the S&P 500 Index and the VIX reaching a peak of 37 for only the second time in the past five years, investors ended the first quarter with far less optimism. In fact, the top-cited emotion in March was uncertainty along with a significant increase in fear. Continue reading
- Four Things the SEC Can Teach Us About Messaging Leave a reply
- Three Principles of Effective Innovation for Utilities Leave a reply
- Death of Net Neutrality Is Not Necessarily a Good Thing for ISPs Leave a reply
- Opportunity is Knocking—Are You Listening? Leave a reply
- The Missing Piece in Xbox One’s Big Comeback Leave a reply
- Bridging the Gap: Exposing a Disconnect between Plan Providers and Plan Sponsors Leave a reply
- How to Manage Utility Net Promoter Score Performance Leave a reply
- Brand Evolution Is Hard—But It Doesn’t Have to Be Unnecessarily Risky Leave a reply
- The Unique Value of Utility Marketplaces Leave a reply
Consumer & Retail RSS FeedGet via email
Brand Evolution Is Hard—But It Doesn’t Have to Be Unnecessarily Risky
For many global companies, brand evolution is a natural part of running the business. As consumer attitudes and lifestyles change, so must brands if they want to continue to deliver value to their customers.But in an effort to remain relevant, … Continue reading
Blue Apron’s Challenges Are Bigger Than Amazon
Market Strategies releases new data as the battle over meal kits intensifies Blue Apron (APRN) is having a really tough 2017. Just as the meal-kit delivery company went public at the end of June, Amazon (AMZN) announced its acquisition of Whole … Continue reading
Personalization Is Not a Technology Problem—It’s an Insight Challenge
Retailers that can’t deliver a personalized experience are at serious risk of becoming irrelevant soon. According to a study from Accenture, 75% of shoppers are more likely to do business with companies that recognize them by name, offer relevant recommendations … Continue reading
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Three Principles of Effective Innovation for Utilities
New products and technologies are changing how customers interact with their energy provider and have opened up opportunities to offer additional products and services designed to drive engagement, trust and revenue. The utility of the future will need to engage … Continue reading
How to Manage Utility Net Promoter Score Performance
“And when you speak of me, speak well.” Bull Durham As utilities seek to evolve their customer management performance goals beyond traditional customer satisfaction metrics, utilities are evaluating updated measures and management approaches that better reflect success in the transforming … Continue reading
The Unique Value of Utility Marketplaces
It is not a secret that energy utilities need to focus on strengthening customer relationships through brand and product efforts as brands like Tesla, Apple and Google are increasingly building consumer mindshare in the energy space. The good news is that … Continue reading
Financial Services RSS FeedGet via email
Don’t Go Changing Self-directed Investors
Insights Powered by Cogent Reports® DIY Investors Live in a Constant State of Uncertainty and That’s OKA client recently commented to me that self-directed investors are more challenging to serve. Representing only one-third of all affluent investors, these do-it-yourselfers neither … Continue reading
Four Things the SEC Can Teach Us About Messaging
In an historic town hall held this week in Atlanta, all five Commissioners from the Securities and Exchange Commission sat mere feet from the general public and spent more than the planned two hours educating through a mix of prepared … Continue reading
Opportunity is Knocking—Are You Listening?
Addressing Hidden Needs in a Mature Insurance MarketplaceA recent TechCrunch article spotlights Lemonade, an insurance upstart that is boldly reimagining the customer experience. The young firm has already made waves with its use of cloud technology and artificial intelligence to … Continue reading
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Five Ways to Improve Survey Response Rates Among Physicians
When doing healthcare research, physicians are one of the most coveted audiences. The challenges of capturing the attention of physicians are many: Increasing off-hour virtual care appointments Inundation of information and social media Gatekeepers One of the most common questions … Continue reading
Strengthening the Patient/Provider Relationship
In the rapidly evolving healthcare marketplace, the role of a primary care physician (PCP) is changing. Healthcare organizations are working to surround PCPs with broader care teams—nutritionists, mental health professionals, social workers and physical therapists—to provide PCPs time to focus … Continue reading
New Research: Pharmaceutical Companies are Overlooking a Key Audience
I never used to pay attention to anything in the healthcare industry. As someone young and healthy with no medical conditions, I rarely went to the doctor and ignored drug commercials. That all changed when I met my husband. After … Continue reading
Life Sciences RSS FeedGet via email
New Research: Pharmaceutical Companies are Overlooking a Key Audience
I never used to pay attention to anything in the healthcare industry. As someone young and healthy with no medical conditions, I rarely went to the doctor and ignored drug commercials. That all changed when I met my husband. After … Continue reading
Measuring Physician Relationships in a Changing Pharma Environment
The world is always changing, and the pharmaceutical industry is no exception. The Way Things WereCustomer experience research in pharma used to be heavily centered on sales representative performance because they were the “face” of the pharma company and the primary … Continue reading
Doctor’s Orders: Why Patient Engagement Matters
Ensuring that patients understand, accept and follow recommended treatment plans is the first step towards the best possible outcome—medically for the patient and financially for the healthcare delivery system. Similarly, physicians are in the best position to individualize this treatment … Continue reading
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Death of Net Neutrality Is Not Necessarily a Good Thing for ISPs
New Market Strategies study reveals consumer attitudes on “fast” and “slow” lanes Many industries are closely watching the future of net neutrality. Just last month, the Senate voted to preserve net neutrality, blocking a Federal Communications Commission plan to undo rules … Continue reading
The Missing Piece in Xbox One’s Big Comeback
With the Electronic Entertainment Expo (E3) coming up in a few days, the gaming community is eagerly anticipating what companies have in store. This year, many eyes will be on Microsoft, who has been secretive on what it plans to … Continue reading
Xfinity Mobile’s Surprising Impact on the Cable Industry
Consumers now see Comcast as a major Quad Play provider, new data shows Editor’s Note: This is the final installment of a three-part blog series based on a new, independent research study called “The Xfinity Mobile Effect.” As Comcast marks the … Continue reading
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Death of Net Neutrality Is Not Necessarily a Good Thing for ISPs
New Market Strategies study reveals consumer attitudes on “fast” and “slow” lanes Many industries are closely watching the future of net neutrality. Just last month, the Senate voted to preserve net neutrality, blocking a Federal Communications Commission plan to undo rules … Continue reading
Xfinity Mobile’s Surprising Impact on the Cable Industry
Consumers now see Comcast as a major Quad Play provider, new data shows Editor’s Note: This is the final installment of a three-part blog series based on a new, independent research study called “The Xfinity Mobile Effect.” As Comcast marks the … Continue reading
The Quad Play Imperative
Success of Comcast’s Xfinity Mobile has potentially big repercussions in telecom, new research shows Editor’s Note: This is the second installment of a three-part blog series based on a new, independent research study called “The Xfinity Mobile Effect.” As Comcast marks … Continue reading