[Infographic] Get to Know 24M People Switching Investment Firms in the Next Year

Did you know that 24 million people plan to find a new investment firm in the next year? They want an investment advisor who communicates clearly and understands their needs and risk tolerance. So what else do we know about investment firm switchers?

View the infographic below for details about these consumers. Want to see more of Resonate’s insights on today’s consumers? Let us give you a quick demo.

 

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