Wealth Advisory Firm, Case Study

When Strategy Needs Behaviour, Not Just Data

A leading wealth advisory group brought Morris in to unpack why their next-generation clients weren’t engaging. The issue wasn’t financial literacy or product performance — it was emotional misalignment. Through strategic foresight sessions, Morris helped reframe the offering around autonomy, identity, and future fluency — showing the team why value isn’t just held. It’s felt.

Shift: From fund performance to identity relevance — turning financial advice into personal alignment.

The result? A refreshed client strategy, retooled messaging, and a platform that spoke the language of next-gen choice, not legacy expectations.