The Post-Crisis Consumer: A guide for advisors and wealth managers

Despite the pandemic remaining an ongoing health and economic
threat, the immediate crisis of the unknown has now passed. While
consumers are still coping with crises in their everyday lives, we have
seen new behaviors develop that will endure into a "post-crisis reality".
Financial advisors and wealth managers who continue to conduct
their business using a pre-COVID approach will struggle in this new
reality.

For this research study we interviewed 1,300 consumers to discover:

• What are the big shifts creating this "post-crisis reality" and how have consumer segments developed as a result?
• What pragmatic planning shifts are consumers considering as a result of the pandemic?
• How can advisors adapt their approach to meet new consumer needs?