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Changing investor behaviours in a digital world

Free webcast to support Advisers

8 Jul 2014

Following on from our successful Social Media even in June, Panacea Adviser teamed up with ThoughtLeadership Live and Sammedia to produce a FREE ‘Bento for One’ webcast to support and educate advisers on Social Media.

Increasingly we are all managing certain aspects of our lives on the internet; from socialising, shopping, seeking professional services to generally interacting.  However the financial services industry is slow to capitalise on these changing trends.

This webinar will look at the evidence of digital behaviours amongst baby boomers, generation X clients and the millenials and how they wish to interact with their wealth managers of the future.  

We explore how usage of digital forms of communication is highest amongst higher net worth individuals and some examples of innovation in financial services, which unsurprisingly attempts to disintermediate the adviser.  

Finally, we summarise what advisers can be doing to take their advice proposition online in ways which supports the value they currently bring.

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