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Rethink How to Win Executives

The surprising impact of gender on engaging HNW breadwinners

High earning executives and professionals are a key target for many financial advisors but there is little research on them as a unique group. They are most often lumped into broader investor research. That’s why FlexShares conducted a national survey of high-net-worth (HNW) primary household earners and investors. We covered many topics including their satisfaction with their financial advisors.

Register now to read the full summary of findings and actionable insights for advisors.

Register For Survey Results     Client Experience Infographic


Key Findings chart