How Investors Want To Communicate With Their Financial Advisor
Respondents preferred information that is individualized to them.
Gen Z
Millennials
Gen X
Boomers
Created with Raphaël 2.1.2
2%
X
10%
20%
30%
40%
50%
60%
70%
45%
Phone call
44%
70%
64%
49%
Email
43%
52%
45%
33%
Video chat
59%
38%
18%
28%
Text
29%
27%
23%
35%
In-person
21%
16%
7%
0%
Mobile app
28%
18%
2%
14%
Social media
22%
21%
0%
9%
Mail
10%
7%
2%
