Salesforce

Take a look inside the
minds of modern investors.

Questions? Call us at 0800 0921223 (FREEPHONE).
2016 State of the Connected Investor
 

We asked over 7,900 investors to share their thoughts on money management and financial advisors. Their answers may surprise you.

  • Discover the top reasons clients leave their current financial advisor
  • See how referrals influence one’s decision when selecting a new advisor
  • Find out if your advising services are meeting the expectations of today’s investors
Get the report now.
Get the report now.
Get the report now.
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Fill out this form for access to an exclusive Salesforce report that you won’t find anywhere else:

  • Get valuable insights compiled from more than 7900 investors in six global regions
  • Discover the current attitudes and trends that are shaping investors’ perceptions
  • Learn how to gain investors’ trust and exceed your clients’ expectations
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