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< Back Generations of Wealth Behavioral Journeys

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Wealth Journey Room Wealth Journey Room Truist Bank I led the Journey Experience for the Wealth Space at Truist, I partnered with Service Designers, Project managers, Advisors, Business consultants, Designers, and Business Strategists. As experiences and needs unique to wealth were uncovered, they were translated into Personas, Journeys, and behavioral predictions that allowed us to more fully understand the cognitive-behavioral perspective of our clients Who Was Our Client? I interviewed in-depth 45 individuals worth 1 million dollars or more (without the asset of real estate) to discern the ways of thinking and understanding the world they either grew up in, climbed into, or worked in. We then discovered ways in which these individuals think about money, investing and relationships that differe form those who do not have 1 million or more in assests Giving and Charity We also tried to understand how they saw themselves in relationship with their world

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