mindset segmentation
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The 4 money <strong>mindset</strong>s<br />
EXPlorers<br />
38/34<br />
Keeping an eye<br />
Explorers more frequently used Investment tools (eg. Learnvest,<br />
Fidelity) to check and manage their finances.<br />
“Personal Capital looks at my assets<br />
and compares their performance to<br />
other indices”<br />
— Mike S., 30<br />
“My advisor helps keep me on track. She<br />
looks at the big picture, the apps look at<br />
the day to day.”<br />
— LaVonne W., 47<br />
Banks have the opportunity to offer Explorers<br />
fully serviced products to fit into their lifestyle.
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