Prospecting during the pandemic
Where advisers are seeking new opportunities
Types of clients onboarded during the pandemic.
Investors who were previously with another adviser
Onboarded during the pandemic: 54%
Become more critical during pandemic: 24%
Investors who were previously self-directed
Onboarded during the pandemic: 46%
Become more critical during pandemic: 15%
Retirement-age investors
Onboarded during the pandemic: 44%
Become more critical during the pandemic: 26%
Financial planning clients
Onboarded during the pandemic: 43%
Become more critical during the pandemic: 20%
High-net-worth individuals
Onboarded during the pandemic: 29%
Become more critical during the pandemic: 17%
First-time investors
Onboarded during the pandemic: 29%
Become more critical during the pandemic: 5%
Small-business owners
Onboarded during the pandemic: 24%
Become more critical during the pandemic: 11%