Stephen Boswell, Author of Best Practices of Elite Advisors, discusses the importance of communicating with the affluent on their preferred terms. Since 1978… ...Read more Comments Off on Affluent Communication Hierarchy
Matt Oechsli, President of The Oechsli Institute, describes how each affluent client has 7 spheres of influence. Since 1978, The Oechsli Institute has helped financial advisors achieve their ...Read more Comments Off on 7 Affluent Spheres of Influence
There is no excerpt because this is a protected post. ...Read more Comments Off on Protected: 3 Ways The Affluent Consumer is Different
There is no excerpt because this is a protected post. ...Read more Comments Off on Protected: Do You Really Really Really Want Affluent Clients?
Financial advisors are facing more competition from more directions than ever. With so much choice, there are more reasons now than at any point in the past why ...Read more Comments Off on A Clear and Unique Value is Critical Because Everyone Wants to Eat Your Lunch