June 21, 2019
Michelle Lynn, Global Head of Data Science and Insights for Bloomberg Media Group, alongside Dan Connell, Managing Director of Greenwich Associates, presented the results at recent events in New York and Boston.
Wave 4 is the culmination of a two-year project, designed to provide financial service marketers with deep understanding of intermediaries at a time when the financial industry continues to be disrupted by technology, global market shifts, and generational expectations. Wave 1 focused on understanding the financial advisor mindset, while waves 2 and 3 focused on building actionable knowledge and new pathways to growth in engagement.
See below for an infographic of key findings from Wave 4, and stay tuned for new insights and analysis into the full FA Study.