![]() Ryan George is the Chief Marketing Officer at Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Docupace: The Changing Attitudes of American Investors.Key themes to drive acquisition and retention of next-gen clients.Using tech to elevate the advisor/client experience.3 ways younger Investors think about money differently.Mistaken assumptions about Millennial and GenZ investors.Why digitization and one-to-one planning and advice must co-exist.Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients. Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper - Five Ways to Capitalize on the Changing Attitudes of American Investors. The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors. Previously the lead psychologist at Cambridge Analytica, Patrick is a co-founder and the Chief Scientific Officer at Capuchin Behavioural Science. Patrick is a behavioral scientist and lecturer with a decade of experience applying that scientific approach for organizations around the world, and a Sunday Times bestselling author. ![]() Patrick Fagan is the Chief Scientific Officer at Capuchin. Focusing on emotional and functional outcomesĭefinition: The term Alpha is used in finance as a measure of performance, indicating when a strategy or portfolio manager has managed to beat the market return or other benchmark over some period.Applying nudges with different client personas.Helping clients accept advice that may seem contradictory to their beliefs. ![]()
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