Our independent research forms the foundation of our programs.
It helps us stay cutting-edge with what's working for advisors.
5 Unstoppable Affluent Trends
Our latest research highlights how financial advisors can capture the attention and better understand the needs of today's affluent investor. This report answers critical questions such as:
- How do investors search for an advisor?
- Would clients listen to a podcast by their advisor?
- Why do clients read their advisor’s newsletter?
- How does friendship impact client referrals?
- Will the affluent work with advisors they know socially?
- And much more…
Where should we email your report?
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Providing whitepapers, presentations, and podcasts for advisory firms and the mutual fund and annuity companies who serve them.
Here are some of our favorite topics.
Activities used by financial advisors to find new clients.
Systems and metrics used by well-run financial practices.
Strategies for working together to service affluent clients.
Digital skills for building loyalty and uncovering opportunities.
Insights into the affluent and their financial relationships.