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Wealth Tracker: Why are investors most active on Monday mornings?
Manage episode 505705677 series 2467889
Investors are most active during a surprising window on Monday mornings, a prime opportunity for wealth managers to engage. Tools like the Intent Index are helping advisors spot early signals, enabling timely, proactive decisions that can strengthen client relationships and drive better portfolio outcomes.
On Wealth Tracker, Hongbin Jeong speaks to Michael Davies, Founder, Nextvestment, to find out more about what this data means for wealth managers, how teams can adapt to evolving client behavior, and the practical steps advisors can take to act on these insights.
See omnystudio.com/listener for privacy information.
4961 episodes
Manage episode 505705677 series 2467889
Investors are most active during a surprising window on Monday mornings, a prime opportunity for wealth managers to engage. Tools like the Intent Index are helping advisors spot early signals, enabling timely, proactive decisions that can strengthen client relationships and drive better portfolio outcomes.
On Wealth Tracker, Hongbin Jeong speaks to Michael Davies, Founder, Nextvestment, to find out more about what this data means for wealth managers, how teams can adapt to evolving client behavior, and the practical steps advisors can take to act on these insights.
See omnystudio.com/listener for privacy information.
4961 episodes
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