Investment Advisory Firm, Case Study

The Behavioural Rewire That Helped Wealth Speak to the Next Generation

A prominent advisory firm invited Morris to decode why younger investors were disengaging. It wasn’t apathy it was irrelevance. Through foresight sessions with executives, strategists, and next-gen staff, Morris helped the firm shift its entire framing of value, wealth, and planning.

Shift: From product-first messaging to life-stage relevance and identity-driven offerings, and future-aligned emotional language.

The result? A refreshed product and engagement strategy aligned with how emerging investors think, choose, and commit unlocking a new generation of loyal clients.