9 Investor Mindsets

Mindset Map & Visualizations

Understand your clients’ values, beliefs, and preferences at a glance with powerful visualizations that plot each mindset against three main spectrums.

Persona Checklists

Understand the driving forces behind each of the 9 mindsets and get quick “do’s and don’ts” for tailoring your client experience in a scalable way.

Best Practices for Engagement

Understand what your clients really want from their relationship with their advisor—so you can build strong, lasting relationships.

Who is this guide for?

Financial advisors who understand their "alpha" isn't about outperformance

Portfolio returns are important, but selling clients on any kind of outperformance often backfires. Instead, advisors can convey investment management value through an experience that makes clients feel understood and through portfolios that clearly bring to life what’s most important in terms of goals, interests, and values.

But you can only know what’s important to your clients when you ask. That’s exactly what we’re all about at Seeds—and these 9 investment mindsets are designed to help you build an investor experience and portfolios that makes tailored client engagement easy.

By the end of this guide, you will know how to run client meetings according to each mindset, communicate market updates in a way that resonates with investors, and tailor investment recommendations according to their values.

Meet the Authors

Founded by financial advisors who recognize an ironic disconnect between clients' financial plans, personal values, and portfolio construction, Seeds helps advisors streamline investment planning and deliver a meaningful investment solution. With Seeds, advisors can better assess investors' needs, generate tailored proposals, implement personalized portfolios, and present engaging insights in one digital solution.

Zach Conway

Founder & CEO, Seeds

Kelsey McKenna

Head of Strategy & Experience, Seeds

FREE EBOOK

The 9 Investor Mindsets

By classifying clients into one of nine Investment Mindset Personas, you can more deeply understand your clients' goals, motivations, interests, and communication preferences, while driving results that matter most to them.

Guide Your Clients According to their Investment Persona