How the Investor Mindset Has Evolved in the Last Decade (and Where It’s Headed)

For individuals across the financial services landscape, it is absolutely crucial to understand how investors are thinking and what they need most from their advisors. But with the unpredictability of 2020 continuing into 2021, many firms and advisors are feeling as if they need to be mind readers to get the insights they need.

Enter InMoment’s Wealth Poll, a multi-wave poll of affluent investors done every few years for the past fifteen years. From June 30, 2020 to July 2, 2020, we surveyed 1,212 investors with over $100,000 of privately held assets to understand:

  • How the unsettled market has affected affluent investors
  • How investors feel about their client experience
  • Where opportunities lie for investment firms to improve and expand their business
  • And more!

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