{"id":12172,"date":"2025-09-08T19:14:57","date_gmt":"2025-09-08T19:14:57","guid":{"rendered":"https:\/\/communify.com\/blog\/investment-decision-making\/"},"modified":"2025-11-25T22:50:45","modified_gmt":"2025-11-25T22:50:45","slug":"investment-decision-making","status":"publish","type":"post","link":"https:\/\/communify.com\/en-gb\/blog\/investment-decision-making\/","title":{"rendered":"How to Drive Engagement and Clarity Around Investment Decision-Making"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p class=\"has-text-align-center\"><strong><em>Holly Mackay, Founder &amp; CEO of Boring Money, sits down with Communify to discuss how the investment decision-making process needs a new narrative. Without<\/em><\/strong><em><strong><br>\u00a0clear communication and a story to tell,\u00a0clients will remain timid and indecisive, missing out on real investment opportunity.<\/strong><\/em><\/p>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-left\">The wealth management industry has long struggled in putting its best foot forward with retail clients.<br><br>And it\u2019s not for a lack of investment talent and performance, but a lack of engaging investment narrative.<br><br>Ultimately, investment decision-making needs a proper channel, framing ideas in a way people can truly grasp: making the boring interesting, the complex simple, and the intangible tangible.<br><br>This is precisely the mission of Holly Mackay, Founder of Boring Money, an independent financial education and research organization.<br><br>In an interview with Finextra Pro at the Communify Insights Experience in London, Ms. Mackay shared what it takes to bring that much-needed clarity and engagement in wealth management, highlighted below.<br><\/p>\n\n\n\n<iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/sKGsYTCjn40?si=nmokeY_ChIFG04vz\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-left has-black-color has-text-color has-link-color wp-elements-022092a43912acd2ce3579e6ba3fd027\">5 Ways to Increase Clarity and Engagement in the Investment Decision-Making Process<\/h3>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-left has-black-color has-text-color has-link-color wp-elements-661b77e94eba132a56ec90af992f69e2\">1. Flip the Narrative: Make Investing Interesting (Again)<\/h4>\n\n\n\n<p class=\"has-text-align-left\">As Ms. Mackay stated, investing&nbsp;<strong><em>is<\/em><\/strong>&nbsp;interesting.<br><br>The journey toward building wealth and achieving financial freedom should be enough to excite anyone. However, this excitement is often buried under layers of regulatory language, disclaimers, and jargon.<br><br>While compliance is essential, it\u2019s a dull and dry component of investing, and a bit intimidating or confusing for those that don\u2019t understand it.<br><br>This leads many people to conclude, &#8220;I&#8217;m just a regular person. Investing isn&#8217;t for me.&#8221;<br><br>According to Mackay, the key is to communicate in a way that truly piques interest, especially through <strong>storytelling<\/strong>.<br><\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-left has-black-color has-text-color has-link-color wp-elements-9004beb20d05035c36e2b14f720cdf09\">2. Home in On One Piece of the Investment Puzzle<\/h4>\n\n\n\n<p class=\"has-text-align-left\">Instead of talking about broad market indices like the FTSE 100, focus on a single, compelling story, according to Mackay.&nbsp;<br><br>For example, instead of discussing companies in the aggregate, talk about one specific company and why it&#8217;s a good investment.&nbsp;<br><br>By focusing on a single, tangible story, you can make investing feel more approachable and relatable.<br><\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-left has-black-color has-text-color has-link-color wp-elements-00aa4b4f6ed7356b15bb48f32dc1e4ff\">3. Articulate the Why and the Risk of Waiting<\/h4>\n\n\n\n<p class=\"has-text-align-left\">Many people put off investing, choosing to let their cash sit idle.&nbsp;<br><br>The truth is,&nbsp;<em>time in the market always beats timing the market.&nbsp;<\/em><br><br>Waiting for the &#8220;perfect moment&#8221; to invest means missing out on the power of compounding.&nbsp;<br><br>Plus, inflation silently erodes the value of savings over time.&nbsp;<br><br>It&#8217;s no wonder that Mackay considers not investing at all to be one of the worst financial decisions someone can make.<br><br>And a&nbsp;<a style=\"color: #2B8CEA; text-decoration:underline;\" href=\"https:\/\/www.magnifymoney.com\/news\/investing-regrets\/\" target=\"_blank\" rel=\"noreferrer noopener\">majority of Americans<\/a>&nbsp;and&nbsp;<a style=\"color: #2B8CEA; text-decoration: underline;\" href=\"https:\/\/www.businessinsider.com\/older-americans-retirement-regrets-selling-real-estate-investing-retiring-early-2024-12\" target=\"_blank\" rel=\"noreferrer noopener\">elderly<\/a>&nbsp;agree that they wish they started investing sooner.<br><\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-left has-black-color has-text-color has-link-color wp-elements-f41ddc41f1b7b477cefb9f4d23ba3e4a\">4.&nbsp;Be Transparent. Always.<\/h4>\n\n\n\n<p class=\"has-text-align-left\">It\u2019s easy for clients to feel lost \u2014 or even that they don\u2019t belong \u2014 in the world of investments and investment decision-making.&nbsp;<br><br>They worry about fees, question the value they\u2019re getting, and are unsure about industry jargon. This uncertainty can create a wall of disengagement, enough to make them put off investing altogether.<br><br>Break through that wall by being proactive and transparent.<br><br>Mackay recommends explaining fee structures simply and clearly, showing the real value of your expertise and advice. Also, educate clients on their investment strategy and the long-term thinking behind it, how you&#8217;re mitigating risk and building real wealth.&nbsp;<br><br>If you use AI, explain its role, but make it clear that a human is always there to guide them.<br><\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-left has-black-color has-text-color has-link-color wp-elements-ab68511cc9b68c50c64dc71605523ccc\">5. Keep Clients Engaged, Not Overwhelmed.<\/h4>\n\n\n\n<p class=\"has-text-align-left\">While education is essential, a deluge of data is not.&nbsp;<br><br>Clients need to be informed, but too much information can feel like a chore.<br><br>The goal is to provide the right updates at the right time. Share what&#8217;s most important in small, digestible pieces that empower them, rather than burying them in detail. Think of it as storytelling, using clear and compelling narratives to illustrate progress and value.&nbsp;<br><br>This allows clients to feel in control and knowledgeable without the burden of constant analysis.<\/p>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-left has-black-color has-text-color has-link-color wp-elements-ffdc1e0d533425f0563d9fdb32737a73\">Give Clarity and Get Engagement&nbsp;&nbsp;<\/h3>\n\n\n\n<p class=\"has-text-align-left\">The investment decision-making process doesn&#8217;t have to be opaque or exclusionary. It just needs the right channel, the right message, and a dose of compelling storytelling to keep clients engaged and informed.&nbsp;<br><br>As Holly Mackay has long advocated, this&nbsp;means reframing the narrative around investing, breaking down investment details and complex concepts into small, manageable pieces, addressing client concerns head-on, and being radically transparent.<br><br>The Communify platform and suite of digital apps are the solutions that make this vision a reality, empowering financial advisors to deliver captivating narratives and present complicated investment details in a way clients can easily understand. By leveraging&nbsp;<a style=\"color: #2B8CEA; text-decoration: underline;\" href=\"https:\/\/communify.com\/en-gb\/mind-ai-suite-overview\/\">MIND\u2122 AI<\/a><strong>&nbsp;<\/strong>stories, advisors can access a powerful toolkit for storytelling, translating complex data into engaging and digestible content.<br><br>This sophisticated feature allows advisors to build and share personalized insights and updates, making them a go-to resource for their clients. It&#8217;s why MIND\u2122 AI delivers over 5 million insights daily to more than 100 million end users, driving engagement across 394 million daily user sessions and 11+ billion monthly webpage views. This powerful reach and impact are why over 85% of North American brokerages have already chosen to partner with us to transform their client communication.<br><br>To learn how Communify can help you build a more honest conversation around money and forge lasting client relationships,&nbsp;<a style=\"color: #2B8CEA; text-decoration: underline;\" href=\"https:\/\/communify.com\/en-gb\/get-in-touch\/\">contact us<\/a>&nbsp;today.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Holly Mackay, Founder &amp; CEO of Boring Money, sits down with Communify to discuss how the investment decision-making process needs a new narrative. Without\u00a0clear communication and a story to tell,\u00a0clients will remain timid and indecisive, missing out on real investment opportunity. The wealth management industry has long struggled in putting its best foot forward with<a class=\"excerpt-read-more\" href=\"https:\/\/communify.com\/en-gb\/blog\/investment-decision-making\/\" title=\"ReadHow to Drive Engagement and Clarity Around Investment Decision-Making\">&#8230; Read more &raquo;<\/a><\/p>\n","protected":false},"author":2,"featured_media":12173,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[103,93,99],"tags":[],"custom_taxonomy-core_topic":[23],"custom_taxonomy-product":[],"class_list":["post-12172","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","category-news-and-media","category-video","custom_taxonomy-core_topic-communify-experience"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Drive Engagement and Clarity Around Investment Decision-Making - Communify<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/communify.com\/en-gb\/blog\/investment-decision-making\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Drive Engagement and Clarity Around Investment Decision-Making - Communify\" \/>\n<meta property=\"og:description\" content=\"Holly Mackay, Founder &amp; CEO of Boring Money, sits down with Communify to discuss how the investment decision-making process needs a new narrative. Without\u00a0clear communication and a story to tell,\u00a0clients will remain timid and indecisive, missing out on real investment opportunity. The wealth management industry has long struggled in putting its best foot forward with... 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