The Persona Playbook: Knowledge Seekers and Alpha Hunters

Download this report to learn:

  • How managers and consultants can develop persona segmentation strategies to create a client-centric experience

  • The importance of segmentation by client needs and behaviors versus demographics

  • How to best serve the needs for the largest segment of investors tracked in our research

  • How investors describe their organization’s approach to investing, and the differences among Knowledge Seekers and Alpha Hunters