When it comes to obtaining and retaining clients with high net worth, it seems like a certain few financial advisors have the market cornered, and that they use strategies which no one else is aware of.
Firstly, what is the definition of an affluent investor? The definition of an affluent investor can be classified in its simplest form by their net worth and income. We also believe that affluence comes from
It’s no secret that for many companies, the executives in the C suite literally control the finances for B2B marketers, which is why everyone is trying to get their attention. In general, though, people involved
It’s fairly common knowledge that an entirely different marketing approach is necessary when dealing with high net worth individuals, as opposed to all other consumers in the world. High net worth people tend to also
Best ways to approach them The strategy to generate accredited investor leads is not biased. Some of the most successful advisors we have seen win business by a sound process, differentiation and knowledge of pain