Despite the pandemic remaining an ongoing health and economic threat, the immediate crisis of the unknown has now passed. While consumers are still coping with crises in their everyday lives, we have seen new behaviors develop that will endure into a "post-crisis reality".

Financial advisors and wealth managers who continue to conduct their business using a pre-COVID approach will struggle in this new reality.

For this research study we interviewed 1,300 consumers to discover:

  • What are the big shifts creating this "post-crisis reality" and how have consumer segments developed as a result?
  • What pragmatic planning shifts are consumers considering as a result of the pandemic?
  • How can advisors adapt their approach to meet new consumer needs?