Communication Preferences of High-Income Investors

Fine-tune Your Communications to Your Client's Needs

Communication matters. Identifying style and frequency is critical to client satisfaction. At the same time, it’s also important to design your advisory to scale.

We conducted a survey of high-income investors. This report details the communication preferences of these investors.

We surveyed folks with a family income of $175,000 or higher. The margin of error is 4%. That’s typical of many nationwide polls.

Preferences of all investors:

26% prefer annual communication.
54% prefer quarterly communication.
66% prefer communication by email.
50% of the survey pool are willing to pay for value-added services.
33% are the Family Steward persona. (primary goal is creating a financial legacy)
47% of the survey pool have at least $500,000 of investable assets.
28% of the survey pool have at least $1,000,000 of investable assets.
51% of the survey pool are under 45 years old.
49% of the survey pool are over 45 years old.

What About Premium Investors?

These stats are interesting. But we’re most interested in those who are willing to pay for value-added services.

Download this report to see the traits and preferences of investors willing to pay extra for value-added services.

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Communication Preferences of High-Income Investors

Fine-tune Your Communications to Your Client's Needs

Here's What We Learned

What About Premium Investors?

Download our poll results and learn how high-earners want to communicate with their financial advisor.