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INFLUENCING THE
MASS AFFLUENT
2

%
83

%
38

Use Social Media

%
29
They use social media for professional
purposes – to connect, consume and create

3
Among those who use social for BOTH
discovery and consideration, nearly 2/3 are
driven to action

4
Company content and advertisements
are key sources of financial information

5
6
7
8
9

126

108
92
74

•
•
On LinkedIn, brands can accelerate
influence with Mass Affluent through
direct communication

10
11
12
13

Survey Design, Sample, and Data Collection
Mode:
Field timing:
Population:

Screening:

Online survey
March 1 – 13, 2013
Mass Affluent in Canada (n=300)
• $100k - $1M in investable assets. (includes all cash, savings, mutual
funds, stocks, bonds, retirement accounts, and all other types of
investments and real estate ventures, but excludes primary residence and
vacation homes)
• Have an account, product, or policy with a either a bank, credit card
company, brokerage, asset manager, property/casualty insurance
company, or life insurance company

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Influencing the Mass Affluent

  • 3. They use social media for professional purposes – to connect, consume and create 3
  • 4. Among those who use social for BOTH discovery and consideration, nearly 2/3 are driven to action 4
  • 5. Company content and advertisements are key sources of financial information 5
  • 6. 6
  • 7. 7
  • 8. 8
  • 10. On LinkedIn, brands can accelerate influence with Mass Affluent through direct communication 10
  • 11. 11
  • 12. 12
  • 13. 13 Survey Design, Sample, and Data Collection Mode: Field timing: Population: Screening: Online survey March 1 – 13, 2013 Mass Affluent in Canada (n=300) • $100k - $1M in investable assets. (includes all cash, savings, mutual funds, stocks, bonds, retirement accounts, and all other types of investments and real estate ventures, but excludes primary residence and vacation homes) • Have an account, product, or policy with a either a bank, credit card company, brokerage, asset manager, property/casualty insurance company, or life insurance company