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Instead of having a standard communication, AMCs could look at personalizing communication so that different investor needs are addressed.
AMCs could use analytics to find out where to improve the gaps in communication. Using video can a competitive opportunity to reach more investors.
The industry has not managed risk well due to competitive pressure and need to be pro-active in planning for volatility and downturn.
The demographics affects the investment approach and AMCs need to market and service accordingly. Change the conversation from return expectation to goals.
Empower the advisor so that they can support the investors well during volatility.
