Getting Into the Head of Your Affluent Client—What You Might Be Missing

Getting Into the Head of Your Affluent Client—What You Might Be Missing

Wealth management for affluent investors has always been complex, but according to recent data, non-traditional financial matters have become intricately linked with financial planning.

Getting Into the Head of Your Affluent Client—What You Might Be Missing explores the key issues relevant to affluent investors and offers best practices for becoming their advisor of choice.

The guidebook explores:

• How today's affluent investors rely on advisors
• The key concerns weighing on affluent investors and why
• Developing a discovery process to really know your client 
• Opportunities for advisors who effectively address their affluent clients' concerns  

Audience: Advisors, Broker-Dealers, Investment Managers, Registered Investment Advisors, Wealth Managers